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Sponsor portfolio

PRESERVATION ARTS, LLC

EIN 46-3890911-museums and institutions-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
46
743 47TH STREET, #102 - OAKLAND, CA 94609415-407-0728preservation-arts.comLinkedIn11-50 employeesmuseums and institutions
Plans on this EIN
2 filings
#001401k-$1.2M - 23 part#002TraditionalDB-$869K - 23 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN & TRUST (#001)58%
  • PLAN & TRUST (#002)42%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)23
  • PLAN & TRUST (#002)23
Total 46Click 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#001

PRESERVATION ARTS, LLC 401(K) PLAN & TRUST

401k

Assets$1.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRESERVATION ARTS, LLC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$869K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRESERVATION ARTS, LLC 401(K) PLAN & TRUST401k$1.2M232024
002PRESERVATION ARTS, LLC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$869K232025
Retirement plans
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