Assets by plan
Share of aggregate retirement assets
- 401 (K) PLAN (#001)$424K
Filings through .
3 plans aggregated / $1.1M assets / 11 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 1607 STRATEGIES, LLC DEFINED BENEFIT PLAN | Traditional DB | $585K | 2 | 2025 |
| #001 | 1607 STRATEGIES, LLC 401 (K) PLAN | 401(k) | $424K | 6 | 2025 |
| #003 | 1607 STRATEGIES, LLC PROFIT SHARING PLAN I | Profit-sharing | $73K | 3 | 2025 |