Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $4.8M assets / 7 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WIND RIVER PARTNERS, LLC CASH BALANCE PLAN | Cash balance | $3.7M | 3 | 2025 |
| #002 | WIND RIVER PARTNERS, LLC PROFIT SHARING PLAN | Profit-sharing | $1.1M | 4 | 2025 |