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Sponsor portfolio

PERMANENS CAPITAL LP

EIN 03-0548850-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
30
410 PARK AVENUE, SUITE 430 - NEW YORK, NY 10022212-993-7440
Plans on this EIN
2 filings
#002401k-$2.3M - 24 part#003CashBalance-$930K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • 401(K) RETIREMENT PLAN (#002)71%
  • CASH BALANCE PLAN (#003)29%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)24
  • CASH BALANCE PLAN (#003)6
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PERMANENS CAPITAL 401(K) RETIREMENT PLAN

401k

Assets$2.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PERMANENS CAPITAL CASH BALANCE PLAN

CashBalance

Assets$930K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PERMANENS CAPITAL 401(K) RETIREMENT PLAN401k$2.3M242024
003PERMANENS CAPITAL CASH BALANCE PLANCashBalance$930K62024
Retirement plans
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