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Sponsor portfolio

PROJECT PARTNERS, INC.

EIN 33-0736965-civil engineering-Latest filing 2024
Plans
3
Retirement
3
$8.8M assets
Welfare
0
Participants
136
23195 LA CADENA DR., SUITE 101 - LAGUNA HILLS, CA 92653949-852-9300projectpartners.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002ProfitSharing-$3.6M - 40 part#003CashBalance-$3.4M - 17 part#001401k-$1.8M - 79 part

Retirement portfolio analytics

3 plans aggregated / $8.8M assets / 136 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • PROFIT SHARING PLAN (#002)41%
  • CASH BALANCE PLAN (#003)39%
  • PARTNERS, INC. 401(K) (#001)21%
Total $8.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS, INC. 401(K) (#001)79
  • PROFIT SHARING PLAN (#002)40
  • CASH BALANCE PLAN (#003)17
Total 136Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PROJECT PARTNERS, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$3.6M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PROJECT PARTNERS, INC. CASH BALANCE PLAN

CashBalance

Assets$3.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PROJECT PARTNERS, INC. 401(K) PLAN

401k

Assets$1.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PROJECT PARTNERS, INC. PROFIT SHARING PLANProfitSharing$3.6M402024
003PROJECT PARTNERS, INC. CASH BALANCE PLANCashBalance$3.4M172024
001PROJECT PARTNERS, INC. 401(K) PLAN401k$1.8M792024
Retirement plans
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