Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
PARTNERS FOR GROWTH MANAGERS, LLC
EIN 51-0501071financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
26
1751 TIBURON BLVD. - TIBURON, CA 94920415-912-5894pfgrowth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 26 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 FOR GROWTH 401K RET SVGS PL
401k
Assets$4.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PARTNERS FOR GROWTH CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PARTNERS FOR GROWTH 401K RET SVGS PL | 401k | $4.2M | 15 | 2025 | |
| 002 | PARTNERS FOR GROWTH CASH BALANCE PLAN | CashBalance | $1.6M | 11 | 2024 |
Retirement plans