Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
PEARL STREET PARTNERS, LLC
EIN 20-3934695real estateLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
7
229 WARD CIRCLE, SUITE A22 - BRENTWOOD, TN 37027615-604-3714pearlstreetpartners.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 7 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
PEARL STREET PARTNERS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$661K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEARL STREET PARTNERS CASH BALANCE PLAN
CashBalance
Assets$470K
Participants3
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 | PEARL STREET PARTNERS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $661K | 4 | 2025 | |
| 002 | PEARL STREET PARTNERS CASH BALANCE PLAN | CashBalance | $470K | 3 | 2025 |
Retirement plans