Sponsor portfolio
SEVEN LAKES PARTNERS LLC
EIN 88-1591501investment bankingLatest filing 2025
Plans
1
Retirement
1
$458K assets
Welfare
0
Participants
4
14 STORE ROAD - TUXEDO PARK, NY 10987347-491-9697sevenlakespartners.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEVEN LAKES PARTNERS, LLC 401(K) PLAN | 401k | $458K | 4 | 2025 |
Retirement plans