Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Cypress Partners LLC
EIN 81-4753944Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$647K assets
Welfare
0
Participants
4
528 FORESTVIEW ROAD - BAY VILLAGE, OH 44140216-235-7404
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $647K assets / 4 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#002
CYPRESS PARTNERS LLC CASH BALANCE PLAN
Cash balance
Assets$539K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CYPRESS PARTNERS LLC 401K PROFIT SHARING PLAN
401(k)
Assets$108K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CYPRESS PARTNERS LLC CASH BALANCE PLAN | Cash balance | $539K | 2 | 2025 | |
| 001 | CYPRESS PARTNERS LLC 401K PROFIT SHARING PLAN | 401(k) | $108K | 2 | 2025 |
Retirement plans