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  2. VIKING PARTNERS MANAGEMENT, INC.
Sponsor portfolio

VIKING PARTNERS MANAGEMENT, INC.

EIN 47-3875398-real estate-Latest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
78
8044 MONTGOMERY RD., SUITE 600 - CINCINNATI, OH 45236513-280-3428LinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$5.7M - 44 part#002CashBalance-$3.1M - 34 part

Retirement portfolio analytics

2 plans aggregated / $8.9M assets / 78 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • MANAGEMENT, INC. 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $8.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT, INC. 401(K) (#001)44
  • CASH BALANCE PLAN (#002)34
Total 78Click 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

VIKING PARTNERS MANAGEMENT, INC. 401(K) PLAN

401k

Assets$5.7M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VIKING PARTNERS MANAGEMENT, INC. CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VIKING PARTNERS MANAGEMENT, INC. 401(K) PLAN401k$5.7M442025
002VIKING PARTNERS MANAGEMENT, INC. CASH BALANCE PLANCashBalance$3.1M342024
Retirement plans
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