Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
JAMES T. WITKOP
EIN 26-2336484motion pictures and filmLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
29
1625 THE ALAMEDA, SUITE 901 - SAN JOSE, CA 95126408-538-5900LinkedIn1-10 employeesmotion pictures and film
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 29 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
JAMES T. WITKOP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES T. WITKOP, SOLE PROP. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants14
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 | JAMES T. WITKOP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.4M | 15 | 2024 | |
| 002 | JAMES T. WITKOP, SOLE PROP. CASH BALANCE PLAN | CashBalance | $1.1M | 14 | 2024 |
Retirement plans