Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
HM ADVISECO, LLC DBA NFLUENCE PARTNERS
EIN 27-4420905Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
22
704 SANSOME ST - SAN FRANCISCO, CA 94111415-766-3862
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 22 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
NFLUENCE PARTNERS DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.2M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NFLUENCE PARTNERS 401(K) PLAN & TRUST
401k
Assets$923K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NFLUENCE PARTNERS DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.2M | 12 | 2024 | |
| 001 | NFLUENCE PARTNERS 401(K) PLAN & TRUST | 401k | $923K | 10 | 2024 |
Retirement plans