Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
INTERVAL PARTNERS, LP
EIN 45-4463208investment managementLatest filing 2025
Plans
2
Retirement
2
$21.1M assets
Welfare
0
Participants
109
575 LEXINGTON AVENUE, 35TH FLOOR - NEW YORK, NY 10022646-412-6800intervalpartners.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.1M assets / 109 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
INTERVAL PARTNERS, LP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$14.4M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTERVAL PARTNERS, LP CASH BALANCE PLAN
CashBalance
Assets$6.7M
Participants43
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 | INTERVAL PARTNERS, LP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $14.4M | 66 | 2025 | |
| 002 | INTERVAL PARTNERS, LP CASH BALANCE PLAN | CashBalance | $6.7M | 43 | 2025 |
Retirement plans