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  2. Underhill Partners

Filings through Oct 24, 2026.

Underhill Partners

EIN 11-2876073-investment banking-Latest filing 2025
Plans
1
Retirement
1
$21.2M assets
Health & Benefits
0
Participants
19
485 UNDERHILL BLVD, STE 205 - SYOSSET, NY 11791516-364-0303LinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$21.2M - 19 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

UNDERHILL PARTNERS 401(K) PLAN

401(k)

Assets$21.2M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UNDERHILL PARTNERS 401(K) PLAN401(k)$21.2M192025
  • UNDERHILL PARTNERS 401(K) PLAN$21.2M
    #001 · 401(k) · 202519
Retirement plans
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