Sponsor portfolio
GRESHAM PARTNERS, LLC
EIN 36-4174321financial servicesLatest filing 2025
Plans
1
Retirement
1
$27.2M assets
Welfare
0
Participants
100
333 W. WACKER DR., SUITE 700 - CHICAGO, IL 60606312-327-5020greshampartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRESHAM PARTNERS, LLC 401(K) PLAN | 401k | $27.2M | 100 | 2025 |
Retirement plans