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Sponsor portfolio

WILROSE DREAM VENTURES, L.L.C.

EIN 81-3797752-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$640K assets
Welfare
0
Participants
4
2916 N. OLD FORT LOWELL CT. - TUCSON, AZ 85712520-305-5393
Plans on this EIN
2 filings
#002CashBalance-$352K - 2 part#001401k-$288K - 2 part

Retirement portfolio analytics

2 plans aggregated / $640K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • VENTURES, L.L.C. 401(K) (#001)45%
Total $640KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • VENTURES, L.L.C. 401(K) (#001)2
Total 4Click 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#002

WILROSE DREAM VENTURES, L.L.C. CASH BALANCE PLAN

CashBalance

Assets$352K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WILROSE DREAM VENTURES, L.L.C. 401(K) PLAN

401k

Assets$288K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WILROSE DREAM VENTURES, L.L.C. CASH BALANCE PLANCashBalance$352K22025
001WILROSE DREAM VENTURES, L.L.C. 401(K) PLAN401k$288K22025
Retirement plans
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