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Sponsor portfolio

BAZIS PRIVATE WEALTH LLC

EIN 26-3350246-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$780K assets
Welfare
0
Participants
8
816 S. 169TH STREET - OMAHA, NE 68118402-965-3565
Plans on this EIN
2 filings
#001401k-$497K - 5 part#002CashBalance-$283K - 3 part

Retirement portfolio analytics

2 plans aggregated / $780K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • SAFE HARBOR 401(K) (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $780KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR 401(K) (#001)5
  • CASH BALANCE PLAN (#002)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAZIS PRIVATE WEALTH LLC SAFE HARBOR 401(K) PLAN

401k

Assets$497K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAZIS PRIVATE WEALTH LLC CASH BALANCE PLAN

CashBalance

Assets$283K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BAZIS PRIVATE WEALTH LLC SAFE HARBOR 401(K) PLAN401k$497K52025
002BAZIS PRIVATE WEALTH LLC CASH BALANCE PLANCashBalance$283K32024
Retirement plans
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