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Sponsor portfolio

APPIAN WAY ASSET MANAGEMENT LP

EIN 84-2833996-investment management-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
15
3 COLUMBUS CIRCLE - NEW YORK, NY 10019212-931-1173appianasset.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#002CashBalance-$689K - 4 part#001401k-$409K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MANAGEMENT LP PENSION (#002)63%
  • PROFIT SHARING PLAN (#001)37%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • MANAGEMENT LP PENSION (#002)4
Total 15Click 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

APPIAN WAY ASSET MANAGEMENT LP PENSION PLAN

CashBalance

Assets$689K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

APPIAN WAY ASSET MANAGEMENT LP 401K PROFIT SHARING PLAN

401k

Assets$409K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002APPIAN WAY ASSET MANAGEMENT LP PENSION PLANCashBalance$689K42024
001APPIAN WAY ASSET MANAGEMENT LP 401K PROFIT SHARING PLAN401k$409K112024
Retirement plans
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