Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
COMPLIANCE TRAINING PARTNERS
EIN 20-3142514information servicesLatest filing 2025
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
24
1919 FEDERAL BLVD - ANN ARBOR, MI 481034403248-474-0176compliancetrainingpartners.comLinkedIn1-10 employeesinformation services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.6M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMPLIANCE TRAINING PARTNERS EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$7.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COMPLIANCE TRAINING PARTNERS CASH BALANCE PLAN AND TRUST
CashBalance
Assets$5.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPLIANCE TRAINING PARTNERS EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $7.7M | 13 | 2025 | |
| 002 | COMPLIANCE TRAINING PARTNERS CASH BALANCE PLAN AND TRUST | CashBalance | $5.9M | 11 | 2025 |
Retirement plans