Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROAD STREET PARTNERS, LLC
EIN 82-1842288Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
4000 WEGMANS DRIVE, SUITE 200 - BETHLEHEM, PA 18017610-419-4800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 8 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
BROAD STREET PARTNERS CASH BALANCE PLAN
CashBalance
Assets$851K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BROAD STREET PARTNERS PROFIT SHARING PLAN
ProfitSharing
Assets$268K
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 | |
|---|---|---|---|---|---|---|
| 002 | BROAD STREET PARTNERS CASH BALANCE PLAN | CashBalance | $851K | 4 | 2024 | |
| 001 | BROAD STREET PARTNERS PROFIT SHARING PLAN | ProfitSharing | $268K | 4 | 2024 |
Retirement plans