Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AVATAR PARTNERS INC
EIN 37-1654376computer softwareLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
79
19700 FAIRCHILD RD, STE 265 - IRVINE, CA 92612714-969-0573avatarpartners.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 79 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#001
AVATAR PARTNERS 401(K) PLAN
401k
Assets$1.9M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AVATAR PARTNERS INC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVATAR PARTNERS 401(K) PLAN | 401k | $1.9M | 45 | 2025 | |
| 002 | AVATAR PARTNERS INC CASH BALANCE PLAN | CashBalance | $1.1M | 34 | 2024 |
Retirement plans