Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALISON EVENTS, LLC
EIN 71-1030167events servicesLatest filing 2024
Plans
2
Retirement
2
$399K assets
Welfare
0
Participants
7
2 LINCOLN DR. - SAUSALITO, CA 94965510-567-7605alisonevents.comLinkedIn1-10 employeesevents services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $399K assets / 7 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
ALISON EVENTS, LLC PENSION PLAN
CashBalance
Assets$253K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALISON EVENTS, LLC RETIREMENT PLAN
401k
Assets$146K
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 | |
|---|---|---|---|---|---|---|
| 002 | ALISON EVENTS, LLC PENSION PLAN | CashBalance | $253K | 3 | 2024 | |
| 001 | ALISON EVENTS, LLC RETIREMENT PLAN | 401k | $146K | 4 | 2024 |
Retirement plans