Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ESOP PARTNERS, INC.
EIN 20-5396546financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
72
3601 E EVERGREEN DR STE 200 - APPLETON, WI 54913920-659-6000esoppartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 72 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
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.3M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ESOP PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.2M
Participants34
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 | ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.3M | 38 | 2025 | |
| 002 | ESOP PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.2M | 34 | 2025 |
Retirement plans