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Sponsor portfolioTH

DESIGN PARTNERS, INCORPORATED

EIN 99-0192794-architecture & planning-Latest filing 2024
Plans
3
Retirement
2
$64.9M assets
Welfare
1
Participants
201
560 HALEKAUWILA STREET - HONOLULU, HI 96813808-949-0044designpartnersinc.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#004ESOP-$51.7M - 69 part#001401k-$13.2M - 66 part#001Fully Insured-0 lives

Retirement portfolio analytics

2 plans aggregated / $64.9M assets / 135 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PARTNERS, INCORPORATED ESOP (#004)80%
  • PROFIT SHARING PLAN (#001)20%
Total $64.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS, INCORPORATED ESOP (#004)69
  • PROFIT SHARING PLAN (#001)66
Total 135Click row to drill in

Benefits portfolio analytics

1 plan / $0 premiums / 0 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
0%top
  • GERBER0%
  • PENN MUTUAL LIFE INSURANCE COMPANY0%
  • NATIONWIDE LIFE INSURANCE COMPANY0%
Total $03 slices

Broker market share

Schedule A broker compensation

Single broker
0%top
  • BRADLEY BOLICK0%
Total $01 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

DESIGN PARTNERS, INCORPORATED ESOP

ESOP

Assets$51.7M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DESIGN PARTNERS, INCORPORATED PROFIT SHARING PLAN

401k

Assets$13.2M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

DESIGN PARTNERS, INCORPORATED PROFIT SHARING PLAN

Fully Insured - LAFAYETTE LIFE INSURANCE COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004DESIGN PARTNERS, INCORPORATED ESOPESOP$51.7M692024
001DESIGN PARTNERS, INCORPORATED PROFIT SHARING PLAN401k$13.2M662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001DESIGN PARTNERS, INCORPORATED PROFIT SHARING PLANFully InsuredLAFAYETTE LIFE INSURANCE COMPANY$002024
Retirement plans
Welfare plans
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