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Sponsor portfolio

BOXIECAT LLC

EIN 27-0794160-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
33
2309 SANTA MONICA BLVD, #209 - SANTA MONICA, CA 90404310-388-7344
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 13 part#003401k-$1.0M - 20 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • BOXIECAT 401(K) (#003)45%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BOXIECAT 401(K) (#003)20
  • CASH BALANCE PLAN (#002)13
Total 33Click 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#002

BOXIECAT LLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BOXIECAT 401(K) PLAN

401k

Assets$1.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOXIECAT LLC CASH BALANCE PLANCashBalance$1.3M132024
003BOXIECAT 401(K) PLAN401k$1.0M202025
Retirement plans
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