Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATEGIC EQUITY INVESTORS
EIN 92-1319940real estateLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
1901 N. CLYBOURN AVENUE, SUITE 402 - CHICAGO, IL 60614773-770-6101strategicgp.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 6 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
STRATEGIC EQUITY INVESTORS CASH BALANCE PLAN
CashBalance
Assets$980K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STRATEGIC EQUITY INVESTORS 401(K) PLAN
401k
Assets$236K
Participants4
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 | STRATEGIC EQUITY INVESTORS CASH BALANCE PLAN | CashBalance | $980K | 2 | 2025 | |
| 001 | STRATEGIC EQUITY INVESTORS 401(K) PLAN | 401k | $236K | 4 | 2025 |
Retirement plans