Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PARK WEST ASSET MANAGEMENT LLC
EIN 30-0132084Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$13.5M assets
Welfare
0
Participants
61
ONE LETTERMAN DRIVE, BUILDING C, STE C5-900 - SAN FRANCISCO, CA 94129415-524-2900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.5M assets / 61 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
PARK WEST ASSET MANAGEMENT LLC 401(K) PLAN
401k
Assets$8.8M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PARK WEST ASSET MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$4.7M
Participants29
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 | PARK WEST ASSET MANAGEMENT LLC 401(K) PLAN | 401k | $8.8M | 32 | 2024 | |
| 002 | PARK WEST ASSET MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $4.7M | 29 | 2024 |
Retirement plans