Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEFY PARTNERS MANAGEMENT, LLC
EIN 81-4026163Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
17
2995 WOODSIDE ROAD, SUITE 400-273 - WOODSIDE, CA 94062650-530-0193
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 17 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
DEFY PARTNERS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEFY PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEFY PARTNERS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.8M | 12 | 2025 | |
| 002 | DEFY PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.2M | 5 | 2025 |
Retirement plans