Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CARSWELL COLLECTION, INC.
EIN 33-1037377Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
12
12021 WILSHIRE BLVD., SUITE 866 - LOS ANGELES, CA 90025310-966-9047
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 12 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
THE CARSWELL COLLECTION, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE CARSWELL COLLECTION, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$489K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CARSWELL COLLECTION, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.6M | 6 | 2024 | |
| 003 | THE CARSWELL COLLECTION, INC. PROFIT SHARING PLAN | ProfitSharing | $489K | 6 | 2024 |
Retirement plans