Back to filter
Original filing (PDF)20250506164053NAL0009532449001
ASSETMG LLC
Form 5500-SF
FILING_RECEIVED
ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSETMG LLC.
Plan sponsor
Name
ASSETMG LLC
EIN
46-1211839
Address
996 ADMIRALTY PARADE · NAPLES, FL · 34102
Phone
(239) 398-4486
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-06
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
DOAR, INC.
DOAR,INC. 401(K) PROFIT SHARING PLAN
$5.7M · 46 participants
MCCORMACK SCHREIBER LEGAL SEARCH INC.
MCCORMACK SCHREIBER EMPLOYEES 401(K) SAVINGS PLAN
$5.6M · 15 participants
TRAMONTE,YEONAS & ROBERTS PLLC
TRAMONTE, YEONAS & ROBERTS PLLC 401(K) PLAN
$5.7M · 15 participants
REGIONAL HOUSING LEGAL SERVICES
REGIONAL HOUSING LEGAL SERVICES 403(B) RETIREMENT SAVINGS PLAN
$5.6M · 24 participants
LEGAL SERVICES OF NORTHWEST JERSEY, INC.
LSNWJ RETIREMENT PLAN
$5.5M · 48 participants
COAST TO COAST LEGAL AID OF SO
403(B) THRIFT PLAN FOR EMPLOYEES OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC.
$5.8M · 53 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants