Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OKAPI PARTNERS, LLC
EIN 26-0673309financial servicesLatest filing 2025
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
51
1212 AVENUE OF THE AMERICAS, 24TH FLOOR - NEW YORK, NY 10036212-297-0721okapipartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 51 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
OKAPI PARTNERS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$7.5M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OKAPI PARTNERS LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.7M
Participants16
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 | OKAPI PARTNERS LLC 401(K) PROFIT SHARING PLAN | 401k | $7.5M | 35 | 2025 | |
| 002 | OKAPI PARTNERS LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.7M | 16 | 2024 |
Retirement plans