Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
HEAD INVESTMENT PARTNERS LLC
EIN 81-4066253financial servicesLatest filing 2025
Plans
2
Retirement
2
$989K assets
Welfare
0
Participants
12
2280 VALLEY VISTA RD SUITE A - KNOXVILLE, TN 37932865-999-5328headinvestmentpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $989K assets / 12 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
HEAD INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$613K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEAD INVESTMENT PARTNERS LLC CASH BALANCE PLAN
CashBalance
Assets$376K
Participants4
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 | HEAD INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $613K | 8 | 2024 | |
| 002 | HEAD INVESTMENT PARTNERS LLC CASH BALANCE PLAN | CashBalance | $376K | 4 | 2025 |
Retirement plans