Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
ANTHONY JAMES PARTNERS, LLC
EIN 20-8601204Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
33
3900 WESTERRE PARKWAY, SUITE 300 - HENRICO, VA 23233804-727-0070
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 33 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#002
ANTHONY JAMES PARTNERS, LLC CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANTHONY JAMES PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANTHONY JAMES PARTNERS, LLC CASH BALANCE PLAN AND TRUST | CashBalance | $1.6M | 16 | 2024 | |
| 001 | ANTHONY JAMES PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.2M | 17 | 2024 |
Retirement plans