Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BESPOKE MENTAL HEALTH COUNSELING DBA BESPOKE WELLNESS PARTNERS
EIN 84-4706375Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$709K assets
Welfare
0
Participants
5
435 E 79TH ST APT 9N - NEW YORK, NY 10075917-670-9780
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $709K assets / 5 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#002
BESPOKE WELLNESS PARTNERS CASH BALANCE PLAN
CashBalance
Assets$625K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BESPOKE WELLNESS PARTNERS 401(K) PLAN
401k
Assets$84K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BESPOKE WELLNESS PARTNERS CASH BALANCE PLAN | CashBalance | $625K | 2 | 2024 | |
| 001 | BESPOKE WELLNESS PARTNERS 401(K) PLAN | 401k | $84K | 3 | 2024 |
Retirement plans