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Sponsor portfolio

PHPARTNERS, LLC

EIN 82-1308906-investment banking-Latest filing 2024
Plans
2
Retirement
2
$445K assets
Welfare
0
Participants
16
515 CONGRESS AVENUE, SUITE 1515 - AUSTIN, TX 78701512-682-5309phpartners.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filings
#002CashBalance-$286K - 5 part#001401k-$159K - 11 part

Retirement portfolio analytics

2 plans aggregated / $445K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • PHPARTNERS, LLC 401(K) (#001)36%
Total $445KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PHPARTNERS, LLC 401(K) (#001)11
  • CASH BALANCE PLAN (#002)5
Total 16Click 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

PH PARTNERS, LLC CASH BALANCE PLAN

CashBalance

Assets$286K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PHPARTNERS, LLC 401(K) PLAN

401k

Assets$159K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PH PARTNERS, LLC CASH BALANCE PLANCashBalance$286K52024
001PHPARTNERS, LLC 401(K) PLAN401k$159K112024
Retirement plans
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