Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITEBOX ADVISORS, LLC
EIN 41-1957584investment managementLatest filing 2024
Plans
2
Retirement
2
$36.5M assets
Welfare
0
Participants
129
3033 EXCELSIOR BOULEVARD, SUITE 500 - MINNEAPOLIS, MN 55416612-253-6001whiteboxadvisors.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.5M assets / 129 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
98%top
- NEWPORT GROUP, INC.98%
- (Not disclosed)2%
Participants 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
WHITEBOX ADVISORS, LLC 401(K) PLAN
401k
Assets$35.9M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHITEBOX ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$566K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHITEBOX ADVISORS, LLC 401(K) PLAN | 401k | $35.9M | 108 | 2024 | |
| 002 | WHITEBOX ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $566K | 21 | 2024 |
Retirement plans
Welfare plans