Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R. F. PARTRIDGE AND ASSOCIATES
EIN 95-3819512Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 16 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
R.F. PARTRIDGE AND ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$659K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
R.F. PARTRIDGE AND ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$531K
Participants8
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 | R.F. PARTRIDGE AND ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $659K | 8 | 2025 | |
| 001 | R.F. PARTRIDGE AND ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $531K | 8 | 2025 |
Retirement plans