Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PURSUE WEALTH PARTNERS, LLC
EIN 92-3066901Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$945K assets
Welfare
0
Participants
6
6024 MAIN STREET - CLAYTON, CA 94517926-276-0427
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $945K 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#001
PURSUE WEALTH PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$741K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PURSUE WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$204K
Participants3
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 | PURSUE WEALTH PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $741K | 3 | 2024 | |
| 002 | PURSUE WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $204K | 3 | 2024 |
Retirement plans