Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
G2 INVESTMENT PARTNERS MANAGEMENT LLC
EIN 27-0711804Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 18 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
G2 INVESTMENT PARTNERS MANAGEMENT LLC INCENTIVE SAVINGS TRUST
401k
Assets$4.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
G2 INVESTMENT PARTNERS MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$673K
Participants6
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 | G2 INVESTMENT PARTNERS MANAGEMENT LLC INCENTIVE SAVINGS TRUST | 401k | $4.9M | 12 | 2024 | |
| 002 | G2 INVESTMENT PARTNERS MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $673K | 6 | 2024 |
Retirement plans