Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$23.3M
Filings through .
2 plans aggregated / $29.4M assets / 129 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ON SEARCH PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $23.3M | 83 | 2025 |
| #003 | ON SEARCH PARTNERS, LLC CASH BALANCE PLAN | Cash balance | $6.2M | 46 | 2025 |