Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FAVUS INSTITUTIONAL RESEARCH, LLC
EIN 27-0268542Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
6
P.O. BOX 8420 - ANN ARBOR, MI 48107917-952-8158
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.2M assets / 6 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
FAVUS INSTITUTIONAL RESEARCH, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FAVUS INSTITUTIONAL RESEARCH, LLC 401K PROFIT SHARING PLAN
401k
Assets$5.2M
Participants3
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 | FAVUS INSTITUTIONAL RESEARCH, LLC DEFINED BENEFIT PLAN | TraditionalDB | $5.9M | 3 | 2024 | |
| 001 | FAVUS INSTITUTIONAL RESEARCH, LLC 401K PROFIT SHARING PLAN | 401k | $5.2M | 3 | 2024 |
Retirement plans