Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
DARWIN ADVISORY PARTNERS, LLC
EIN 27-3461316Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
48
8777 N GAINEY CENTER DR -, SUITE 205 - SCOTTSDALE, AZ 85258480-652-0008
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 48 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
DARWIN RESEARCH GROUP 401(K) PLAN & TRUST
401k
Assets$723K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DARWIN RESEARCH GROUP CASH BALANCE PLAN
CashBalance
Assets$610K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DARWIN RESEARCH GROUP 401(K) PLAN & TRUST | 401k | $723K | 29 | 2025 | |
| 002 | DARWIN RESEARCH GROUP CASH BALANCE PLAN | CashBalance | $610K | 19 | 2025 |
Retirement plans