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Sponsor portfolio

COLLINS + PARTNERS, LLC

EIN 80-0625245-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
138
457 GRAND STREET - BROOKLYN, NY 11211646-760-0782
Plans on this EIN
2 filings
#002401k-$6.3M - 87 part#003CashBalance-$2.8M - 51 part

Retirement portfolio analytics

2 plans aggregated / $9.0M assets / 138 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • SHARING AND Savings (#002)69%
  • CASH BALANCE PLAN (#003)31%
Total $9.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#002)87
  • CASH BALANCE PLAN (#003)51
Total 138Click 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#002

COLLINS + PARTNERS, LLC PROFIT SHARING AND SAVINGS PLAN

401k

Assets$6.3M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COLLINS AND PARTNERS, LLC CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLLINS + PARTNERS, LLC PROFIT SHARING AND SAVINGS PLAN401k$6.3M872025
003COLLINS AND PARTNERS, LLC CASH BALANCE PLANCashBalance$2.8M512024
Retirement plans
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