Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOCIAL POLICY RESEARCH ASSOCIATES, INC.
EIN 94-3143216researchLatest filing 2024
Plans
2
Retirement
2
$18.8M assets
Welfare
0
Participants
173
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.8M assets / 173 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
SOCIAL POLICY RESEARCH ASSOCIATES 401(K) PLAN
401k
Assets$14.0M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOCIAL POLICY RESEARCH ASSOCIATES INC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.8M
Participants85
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 | SOCIAL POLICY RESEARCH ASSOCIATES 401(K) PLAN | 401k | $14.0M | 88 | 2024 | |
| 002 | SOCIAL POLICY RESEARCH ASSOCIATES INC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.8M | 85 | 2024 |
Retirement plans