Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEI GLOBAL PARTNERS HOLDINGS LL
EIN 87-2643915financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
65
1001 WATER STREET, SUITE 1150 - TAMPA, FL 33602813-537-3924peigp.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 65 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
PEI GLOBAL PARTNERS 401(K)
401k
Assets$3.2M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEI GLOBAL PARTNERS CASH BALANCE PLAN
CashBalance
Assets$2.0M
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 | |
|---|---|---|---|---|---|---|
| 001 | PEI GLOBAL PARTNERS 401(K) | 401k | $3.2M | 54 | 2025 | |
| 002 | PEI GLOBAL PARTNERS CASH BALANCE PLAN | CashBalance | $2.0M | 11 | 2024 |
Retirement plans