Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PARTNERS CAPITAL FINANCE INC.
EIN 46-5551762real estateLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
9
1875 CENTURY PARK EAST, SUITE 900 - LOS ANGELES, CA 90067310-447-8899partcap.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 9 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
PARTNERS CAPITAL, INC. 401(K) PLAN
401k
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PARTNERS CAPITAL FINANCE INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$919K
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 | PARTNERS CAPITAL, INC. 401(K) PLAN | 401k | $1.4M | 5 | 2024 | |
| 002 | PARTNERS CAPITAL FINANCE INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $919K | 4 | 2024 |
Retirement plans