Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IS PARTNERS, LLC
EIN 45-1564231information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
91
1668 SUSQUEHANNA ROAD - DRESHER, PA 19025215-675-1400ispartnersllc.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 91 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
IS PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$5.8M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
IS PARTNERS, LLC 401(K) PLAN
401k
Assets$4.2M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IS PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $5.8M | 46 | 2025 | |
| 001 | IS PARTNERS, LLC 401(K) PLAN | 401k | $4.2M | 45 | 2024 |
Retirement plans