Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
CULTURAL HERITAGE PARTNERS, PLLC
EIN 27-2823924Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
31
1811 E GRACE STREET, SUITE A - RICHMOND, VA 23223202-567-7594
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 31 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
CULTURAL HERITAGE PARTNERS, PLLC 401K PLAN
401k
Assets$2.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CULTURAL HERITAGE PARTNERS, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants14
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 | CULTURAL HERITAGE PARTNERS, PLLC 401K PLAN | 401k | $2.7M | 17 | 2025 | |
| 002 | CULTURAL HERITAGE PARTNERS, PLLC CASH BALANCE PLAN | CashBalance | $1.7M | 14 | 2024 |
Retirement plans