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Sponsor portfolio

BRIAN V. BOZAJIAN

EIN 33-0666515-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
1001 6TH STREET, SUITE 100 - MANHATTAN BEACH, CA 90266310-545-9565
Plans on this EIN
2 filings
#002CashBalance-$775K - 2 part#001401k-$398K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • BOZAJIAN 401K PLAN (#001)34%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • BOZAJIAN 401K PLAN (#001)2
Total 4Click 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

BRIAN V. BOZAJIAN CASH BALANCE PLAN

CashBalance

Assets$775K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRIAN V. BOZAJIAN 401K PLAN

401k

Assets$398K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRIAN V. BOZAJIAN CASH BALANCE PLANCashBalance$775K22025
001BRIAN V. BOZAJIAN 401K PLAN401k$398K22025
Retirement plans
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