Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Free Enterprise Partners, LLC
EIN 45-2767956Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$528K assets
Welfare
0
Participants
8
6 N. WATER STREET - GREENWICH, NY 06830203-532-2999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $528K assets / 8 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
FREE ENTERPRISE PARTNERS CASH BALANCE PLAN
Cash balance
Assets$356K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FREE ENTERPRISE PARTNERS 401(K) PROFIT SHARING PLAN
401(k)
Assets$171K
Participants4
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 | FREE ENTERPRISE PARTNERS CASH BALANCE PLAN | Cash balance | $356K | 4 | 2025 | |
| 001 | FREE ENTERPRISE PARTNERS 401(K) PROFIT SHARING PLAN | 401(k) | $171K | 4 | 2025 |
Retirement plans