Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROMONTORY POINT PARTNERS, LLC
EIN 35-2158846accountingLatest filing 2025
Plans
2
Retirement
2
$13.4M assets
Welfare
0
Participants
8
1653 W EDGEWATER. - CHICAGO, IL 60660312-925-9972promontorypointpartners.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.4M assets / 8 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
PROMONTORY POINT PARTNERS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$7.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PROMONTORY POINT PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$6.1M
Participants4
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 | PROMONTORY POINT PARTNERS, LLC CASH BALANCE PENSION PLAN | CashBalance | $7.2M | 4 | 2025 | |
| 001 | PROMONTORY POINT PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $6.1M | 4 | 2025 |
Retirement plans