Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
PENN QUARTER PARTNERS, LLC
EIN 45-3836904public policyLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
39
909 E. STREET NW, 2ND FLR - WASHINGTON, DC 20004202-408-5601pennquarterpartners.comLinkedIn11-50 employeespublic policy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 39 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
PENN QUARTER PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$4.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENN QUARTER PARTNERS, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
401k
Assets$2.9M
Participants22
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 | PENN QUARTER PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $4.4M | 17 | 2025 | |
| 002 | PENN QUARTER PARTNERS, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST | 401k | $2.9M | 22 | 2024 |
Retirement plans