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Sponsor portfolio

CINNAMON INVESTMENTS, LP

EIN 36-4715423-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
7
4775 CHESHIRE RD. - DOYLESTOWN, PA 18902215-669-6592
Plans on this EIN
2 filings
#001401k-$1.3M - 4 part#002CashBalance-$988K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • LP 401(K) Savings (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LP 401(K) Savings (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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#001

CINNAMON INVESTMENTS, LP 401(K) SAVINGS PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CINNAMON INVESTMENTS, LP CASH BALANCE PLAN

CashBalance

Assets$988K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CINNAMON INVESTMENTS, LP 401(K) SAVINGS PLAN401k$1.3M42025
002CINNAMON INVESTMENTS, LP CASH BALANCE PLANCashBalance$988K32025
Retirement plans
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