Sponsor portfolio

PARTNERS FUND, INC.

EIN 87-4809471investment managementLatest filing 2024

Plans

Retirement

$2.0M assets

Welfare

Participants

1485 EAST VALLEY ROAD, STE. F - SANTA BARBARA, CA 93108805-225-4951pfcap.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.0M - 17 part

Plan deep-dives

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Retirement#001

PARTNERS FUND, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.0M

Participants17

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	PARTNERS FUND, INC. 401(K) PROFIT SHARING PLAN	401k	$2.0M	17	2024

Retirement plans