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Sponsor portfolio

BIG IDEA VENTURES

EIN 83-2590409-venture capital & private equity-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
31
88 PINE STREET 14TH FLOOR - NEW YORK, NY 10005415-350-5514bigideaventures.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filings
#001401k-$943K - 24 part#002CashBalance-$809K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)24
  • CASH BALANCE PLAN (#002)7
Total 31Click 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

BIG IDEA VENTURES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$943K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BIG IDEA VENTURES, LLC CASH BALANCE PLAN

CashBalance

Assets$809K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BIG IDEA VENTURES, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$943K242024
002BIG IDEA VENTURES, LLC CASH BALANCE PLANCashBalance$809K72024
Retirement plans
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