Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PANTHEON WEALTH PLANNING
EIN 46-1605584financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
7
1798 TECHNOLOGY DR STE 200 - SAN JOSE, CA 95110408-404-8282pantheonwealthplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 7 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
PANTHEON WEALTH PLANNING 401K PLAN
401k
Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PANTHEON WEALTH PLANNING PENSION PLAN
TraditionalDB
Assets$142K
Participants2
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 | PANTHEON WEALTH PLANNING 401K PLAN | 401k | $2.9M | 5 | 2024 | |
| 003 | PANTHEON WEALTH PLANNING PENSION PLAN | TraditionalDB | $142K | 2 | 2024 |
Retirement plans