Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTERS GRAPH LP
EIN 82-3757154management consultingLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
57
1528 CONNECTICUT AVENUE NW - WASHINGTON DC, DC 20036202-844-6794graphstrategy.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 57 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
GRAPH STRATEGY 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRAPH USA DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.2M
Participants19
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 | GRAPH STRATEGY 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 38 | 2024 | |
| 002 | GRAPH USA DEFINED BENEFIT PLAN | TraditionalDB | $1.2M | 19 | 2024 |
Retirement plans