Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
KEVANI
EIN 81-1450274marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
22
888 S. FIGUEROA STREET SUITE 370 - LOS ANGELES, CA 90017310-579-9343kevani.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 22 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
KEVANI, INC. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KEVANI 401(K) PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$387K
Participants11
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 | KEVANI, INC. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.3M | 11 | 2025 | |
| 001 | KEVANI 401(K) PROFIT SHARING PLAN & TRUST | ProfitSharing | $387K | 11 | 2025 |
Retirement plans