Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TAXGROUP PARTNERS, INC.
EIN 20-3775276accountingLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
11
29442 MALIBU VIEW COURT - AGOURA HILLS, CA 91301310-990-8950taxgrouppartners.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 11 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
TAXGROUP PARTNERS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAXGROUP PARTNERS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$380K
Participants9
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 | TAXGROUP PARTNERS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.2M | 2 | 2024 | |
| 002 | TAXGROUP PARTNERS, INC. PROFIT SHARING PLAN | ProfitSharing | $380K | 9 | 2025 |
Retirement plans