Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PURTELL AND PARTNERS, LLC
EIN 27-3701056Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
70
123 S. BROAD STREET, SUITE 2250 - PHILADELPHIA, PA 19103215-545-8800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 70 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
JAMES J. MCELDREW, III & ASSOCIATES, LLC 401(K) PLAN
401k
Assets$2.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JAMES J. MCELDREW, III & ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$969K
Participants36
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 | JAMES J. MCELDREW, III & ASSOCIATES, LLC 401(K) PLAN | 401k | $2.2M | 34 | 2025 | |
| 003 | JAMES J. MCELDREW, III & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $969K | 36 | 2025 |
Retirement plans