401k Lookup

P & M Holding Group 401(k) and pension plans

P & M Holding Group, LLP, Southfield, MI. EIN 38-1357951. Annual reports 2009–2024. Also filed as P&M Holding Group, LLP.

P & M Holding Group, LLP has 3 active retirement plans on file. The largest is the P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan, with 5,207 participants and $747 million in assets in 2024. Schwab has been its recordkeeper since 2009.

Active plans
3
Participants
7,080
Plan assets
$1.1 billion
401(k) recordkeeper
Schwab
Plans on file
3
Industry
Professional services

All 3 plans

Active plans first

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 38-1357951
Participants (2024)
5,207
Net assets (2024)
$747 million
Recordkeeper
Schwab2009–2024
Plan administrator
P & M Holding Group, LLP
3000 Town Center, Suite 100
Southfield, MI 48075
(248) 352-2500As filed for 2024
In effect since
July 1, 1983
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,207$747 millionSchwab
20235,239$655 millionSchwab
20225,019$565 millionSchwab
20214,754$495 millionSchwab
20204,492$569 millionSchwab
20194,294$434 millionSchwab
20184,098$391 millionSchwab
20173,237$317 millionSchwab
20163,099$287 millionSchwab
20153,116$249 millionSchwab
20142,883$243 millionSchwab
20132,909$225 millionSchwab
20122,526$188 millionSchwab
20112,201$153 millionSchwab
20101,601$148 millionSchwab
20092,001$120 millionSchwab

P & M Holding Group, LLP & Affiliated Entities Pension Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
004Employer EIN 38-1357951
Participants (2024)
1,503
Net assets (2024)
$250 million
Recordkeeper
Schwab2009–2024
Plan administrator
P & M Holding Group, LLP
3000 Town Center, Suite 100
Southfield, MI 48075
(248) 352-2500As filed for 2024
In effect since
July 1, 1989

Earlier plan names: P&M Holding Group, LLP & Affiliated Entities Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,503$250 millionSchwab
20231,491$226 millionSchwab
20221,381$210 millionSchwab
20211,331$193 millionSchwab
20201,340$219 millionSchwab
20191,269$179 millionSchwab
20181,210$174 millionSchwab
20171,003$158 millionSchwab
2016963$149 millionSchwab
2015868$133 millionSchwab
2014990$132 millionnot listed
2013847$124 millionnot listed
2012858$106 millionnot listed
2011778$93.5 millionnot listed
2010807$87.2 millionnot listed
2009777$71.5 millionSchwab

P&M Holding Group, LLP Cash Balance Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
006Employer EIN 38-1357951
Participants (2024)
370
Net assets (2024)
$91.0 million
Plan administrator
Joe Rankin Cash Balance Plan Committee
3000 Town Center, Suite 100
Southfield, MI 48075
(248) 352-2500As filed for 2024
In effect since
July 1, 2020
Year by year, 2020 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024370$91.0 millionnot listed
2023361$71.7 millionnot listed
2022351$55.9 millionnot listed
2021346$37.8 millionnot listed
2020345$20.8 millionnot listed

If you had money in one of these plans

  1. Call Schwab (schwab.com), which runs the P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((248) 352-2500). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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