Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOODLINE PARTNERS, LP
EIN 83-1749088financial servicesLatest filing 2024
Plans
2
Retirement
2
$24.1M assets
Welfare
0
Participants
153
4 EMBARCADERO CENTER, SUITE 3450 - SAN FRANCISCO, CA 94111415-801-4546woodlinepartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.1M assets / 153 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
WOODLINE PARTNERS, LP 401(K) PLAN
401k
Assets$19.3M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WOODLINE PARTNERS, LP CASH BALANCE PLAN
CashBalance
Assets$4.9M
Participants66
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 | WOODLINE PARTNERS, LP 401(K) PLAN | 401k | $19.3M | 87 | 2024 | |
| 002 | WOODLINE PARTNERS, LP CASH BALANCE PLAN | CashBalance | $4.9M | 66 | 2024 |
Retirement plans