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Sponsor portfolio

EVENT PARTNERS, INC.

EIN 59-3396875-events services-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
11
310 DUTTON MILL RD - WEST CHESTER, PA 19380610-738-3367eventpartners.netLinkedIn11-50 employeesevents services
Plans on this EIN
2 filings
#001401k-$1.8M - 6 part#002CashBalance-$951K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EVENT PARTNERS 401(K) (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EVENT PARTNERS 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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

EVENT PARTNERS 401(K) PLAN

401k

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EVENT PARTNERS CASH BALANCE PLAN

CashBalance

Assets$951K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EVENT PARTNERS 401(K) PLAN401k$1.8M62024
002EVENT PARTNERS CASH BALANCE PLANCashBalance$951K52024
Retirement plans
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