Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
P2 INVESTMENTS, LLC
EIN 85-3257006Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
1401 H STREET NW, SUITE 550 - WASHINGTON, DC 20005846-216-2916
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 10 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
P2 INVESTMENTS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
P2 INVESTMENTS, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$139K
Participants5
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 | P2 INVESTMENTS, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 5 | 2024 | |
| 001 | P2 INVESTMENTS, LLC PROFIT SHARING PLAN | ProfitSharing | $139K | 5 | 2024 |
Retirement plans