Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
DEEP RIVER PARTNERS, LTD
EIN 39-1955108architecture & planningLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
32
240 NORTH MILWAUKEE STREET, STE. 40 - MILWAUKEE, WI 53202414-276-8550deep-river.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 32 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
DEEP RIVER PARTNERS, LTD PROFIT SHARING 401(K) PLAN AND TRUST
ProfitSharing
Assets$1.3M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DEEP RIVER PARTNERS, LTD CASH BALANCE PLAN AND TRUST
CashBalance
Assets$368K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DEEP RIVER PARTNERS, LTD PROFIT SHARING 401(K) PLAN AND TRUST | ProfitSharing | $1.3M | 19 | 2025 | |
| 001 | DEEP RIVER PARTNERS, LTD CASH BALANCE PLAN AND TRUST | CashBalance | $368K | 13 | 2025 |
Retirement plans