Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
KAVIS TECHNOLOGY LLC
EIN 27-2920841Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$718K assets
Welfare
0
Participants
8
780 MONTAGUE EXPRESSWAY, SUITE 703 - SAN JOSE, CA 95131408-708-7984
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $718K assets / 8 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
KAVIS TECHNOLOGY LLC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$620K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KAVIS TECHNOLOGY LLC 401(K) PLAN & TRUST
401k
Assets$98K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAVIS TECHNOLOGY LLC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $620K | 4 | 2025 | |
| 001 | KAVIS TECHNOLOGY LLC 401(K) PLAN & TRUST | 401k | $98K | 4 | 2025 |
Retirement plans