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  2. VALLEY PILATES
Sponsor portfolio

VALLEY PILATES

EIN 82-2096607-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
3
Retirement
3
$2.6M assets
Welfare
0
Participants
92
31921 KINGSPARK COURT - WESTLAKE VILLAGE, CA 91361818-257-3047LinkedIn1-10 employees
Plans on this EIN
3 filings
#002TraditionalDB-$1.9M - 18 part#001ProfitSharing-$612K - 25 part#003401k-$27K - 49 part

Retirement portfolio analytics

3 plans aggregated / $2.6M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DEFINED BENEFIT PLAN (#002)75%
  • PROFIT SHARING PLAN (#001)24%
  • CLUB PILATES 401(K) (#003)1%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLUB PILATES 401(K) (#003)49
  • PROFIT SHARING PLAN (#001)25
  • DEFINED BENEFIT PLAN (#002)18
Total 92Click 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

CLUB PILATES DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CLUB PILATES PROFIT SHARING PLAN

ProfitSharing

Assets$612K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CLUB PILATES 401(K) PLAN

401k

Assets$27K
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002CLUB PILATES DEFINED BENEFIT PLANTraditionalDB$1.9M182024
001CLUB PILATES PROFIT SHARING PLANProfitSharing$612K252024
003CLUB PILATES 401(K) PLAN401k$27K492024
Retirement plans
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