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Sponsor portfolio

GL2 PARTNERS

EIN 26-0237190-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
3149 SOUTH UNIVERSITY DRIVE - FORT WORTH, TX 76109817-923-4527
Plans on this EIN
2 filings
#002CashBalance-$828K - 4 part#001401k-$423K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • GL2 PARTNERS 401(K) (#001)34%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • GL2 PARTNERS 401(K) (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GL2 PARTNERS CASH BALANCE PLAN

CashBalance

Assets$828K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GL2 PARTNERS 401(K) PLAN

401k

Assets$423K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GL2 PARTNERS CASH BALANCE PLANCashBalance$828K42024
001GL2 PARTNERS 401(K) PLAN401k$423K42024
Retirement plans
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