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Sponsor portfolio

270 STRATEGIES, LLC

EIN 46-1632800-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
28
207 E. OHIO STREET #379 - CHICAGO, IL 60661630-862-9207
Plans on this EIN
2 filings
#001401k-$2.7M - 20 part#002CashBalance-$932K - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • 270 STRATEGIES 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 270 STRATEGIES 401(K) (#001)20
  • CASH BALANCE PLAN (#002)8
Total 28Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

270 STRATEGIES 401(K) PLAN

401k

Assets$2.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

270 STRATEGIES, LLC CASH BALANCE PLAN

CashBalance

Assets$932K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001270 STRATEGIES 401(K) PLAN401k$2.7M202025
002270 STRATEGIES, LLC CASH BALANCE PLANCashBalance$932K82024
Retirement plans
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