Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BETH COWAN PROJECT MANAGEMENT LLC
EIN 46-3148269architecture & planningLatest filing 2024
Plans
2
Retirement
2
$937K assets
Welfare
0
Participants
9
14416 VENTURA BOULEVARD - SHERMAN OAKS, CA 914232607818-292-4442LinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $937K assets / 9 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
BETH COWAN PROJECT MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$846K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BETH COWAN PROJECT MANAGEMENT LLC PROFIT SHARING PLAN
ProfitSharing
Assets$90K
Participants4
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 | BETH COWAN PROJECT MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $846K | 5 | 2024 | |
| 002 | BETH COWAN PROJECT MANAGEMENT LLC PROFIT SHARING PLAN | ProfitSharing | $90K | 4 | 2024 |
Retirement plans