Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOCIAL INSIGHTS RESEARCH, LLC
EIN 86-1931229researchLatest filing 2024
Plans
2
Retirement
2
$804K assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $804K assets / 14 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
SOCIAL INSIGHTS RESEARCH, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$440K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOCIAL INSIGHTS RESEARCH LLC RETIREMENT TRUST
401k
Assets$364K
Participants11
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 | SOCIAL INSIGHTS RESEARCH, LLC CASH BALANCE PENSION PLAN | CashBalance | $440K | 3 | 2024 | |
| 001 | SOCIAL INSIGHTS RESEARCH LLC RETIREMENT TRUST | 401k | $364K | 11 | 2024 |
Retirement plans