Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
IRA PLAN PARTNERS, LLC
EIN 46-4246162Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$2.3M assets
Welfare
1
Participants
10
28011 CLEMENS RD STE B - WESTLAKE, OH 441451139440-484-5566
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 10 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#003
IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
IRA PLAN PARTNERS LLC 401(K) PLAN
401k
Assets$390K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IRA PLAN PARTNERS LLC OFB BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $1.9M | 2 | 2025 | |
| 001 | IRA PLAN PARTNERS LLC 401(K) PLAN | 401k | $390K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IRA PLAN PARTNERS LLC OFB BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans