Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARREN STREET ADVISORS, LLC
EIN 82-1359495Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$717K assets
Welfare
0
Participants
4
38 WARREN STREET - 8B - NEW YORK, NY 10007917-913-4831
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $717K 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
WARREN STREET ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$573K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WARREN STREET ADVISORS, LLC 401(K) PLAN
401k
Assets$144K
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 | WARREN STREET ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $573K | 2 | 2025 | |
| 001 | WARREN STREET ADVISORS, LLC 401(K) PLAN | 401k | $144K | 2 | 2025 |
Retirement plans