Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HALCYON FINANCIAL TECHNOLOGY, L.P.
EIN 27-2777313information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
79
1 BLACKFIELD DRIVE, # 252 - TIBURON, CA 94920415-231-6116halcyonft.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 79 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
HALCYON FINANCIAL TECHNOLOGY, L.P. 401(K) PROFIT SHARING PLAN
401k
Assets$4.4M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HALCYON FINANCIAL TECHNOLOGY, L.P. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants34
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 | HALCYON FINANCIAL TECHNOLOGY, L.P. 401(K) PROFIT SHARING PLAN | 401k | $4.4M | 45 | 2025 | |
| 001 | HALCYON FINANCIAL TECHNOLOGY, L.P. CASH BALANCE PLAN | CashBalance | $1.6M | 34 | 2024 |
Retirement plans