Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IRONVINE CAPITAL PARTNERS, LLC
EIN 46-3519870investment managementLatest filing 2024
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
11
9290 W DODGE RD, STE 203 - OMAHA, NE 68114402-715-5224ironvinecapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 11 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
IRONVINE CAPITAL PARTNERS 401(K) PLAN
401k
Assets$7.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IRONVINE CAPITAL PARTNERS CASH BALANCE PLAN
CashBalance
Assets$2.8M
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 | |
|---|---|---|---|---|---|---|
| 001 | IRONVINE CAPITAL PARTNERS 401(K) PLAN | 401k | $7.2M | 7 | 2024 | |
| 002 | IRONVINE CAPITAL PARTNERS CASH BALANCE PLAN | CashBalance | $2.8M | 4 | 2024 |
Retirement plans