Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OPEN SOURCE RESEARCH, LLC
EIN 85-2333026Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
42
1211 CONNECTICUT AVE NW SUITE 400 - WASHINGTON, DC 20036202-297-8460
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.2M assets / 42 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
OPEN SOURCE RESEARCH 401(K) PLAN
401k
Assets$6.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OPEN SOURCE RESEARCH CASH BALANCE PLAN
CashBalance
Assets$5.1M
Participants19
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 | OPEN SOURCE RESEARCH 401(K) PLAN | 401k | $6.0M | 23 | 2025 | |
| 002 | OPEN SOURCE RESEARCH CASH BALANCE PLAN | CashBalance | $5.1M | 19 | 2025 |
Retirement plans