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Sponsor portfolio

ORSO PARTNERS, LP

EIN 83-2596940-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
395 OYSTER POINT BLVD., SUITE 511 - SOUTH SAN FRANCISCO, CA 94080415-801-4623
Plans on this EIN
2 filings
#002CashBalance-$767K - 3 part#001401k-$504K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN & TRUST (#002)60%
  • PLAN & TRUST (#001)40%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)3
  • PLAN & TRUST (#001)3
Total 6Click 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

ORSO PARTNERS CASH BALANCE PLAN & TRUST

CashBalance

Assets$767K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ORSO PARTNERS DC PLAN & TRUST

401k

Assets$504K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORSO PARTNERS CASH BALANCE PLAN & TRUSTCashBalance$767K32024
001ORSO PARTNERS DC PLAN & TRUST401k$504K32024
Retirement plans
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