Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLIPPER VENTURES LLC
EIN 45-2855868Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
4
$5.6M assets
Welfare
0
Participants
13
1981 N. BROADWAY, STE 345 - WALNUT CREEK, CA 94596925-705-7310
Retirement portfolio analytics
4 plans aggregated / $5.6M assets / 13 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#003
FLIPPER VENTURES LLC - PICAZO DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
FLIPPER VENTURES LLC 401K PLAN
401k
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FLIPPER VENTURES LLC - SHEN DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FLIPPER VENTURES LLC - POPESCU DEFINED BENEFIT PLAN
TraditionalDB
Assets$2K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FLIPPER VENTURES LLC - PICAZO DEFINED BENEFIT PLAN | TraditionalDB | $2.2M | 4 | 2024 | |
| 004 | FLIPPER VENTURES LLC 401K PLAN | 401k | $1.9M | 4 | 2025 | |
| 001 | FLIPPER VENTURES LLC - SHEN DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 4 | 2025 | |
| 002 | FLIPPER VENTURES LLC - POPESCU DEFINED BENEFIT PLAN | TraditionalDB | $2K | 1 | 2025 |
Retirement plans