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Sponsor portfolio

BC VENTURES, LLC

EIN 84-2482488-Information-Latest filing 2025
Plans
2
Retirement
2
$512K assets
Welfare
0
Participants
18
471 N PALM CANYON DRIVE - PALM SPRINGS, CA 92262310-980-2045
Plans on this EIN
2 filings
#002CashBalance-$296K - 8 part#001401k-$216K - 10 part

Retirement portfolio analytics

2 plans aggregated / $512K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN & TRUST (#002)58%
  • PLAN & TRUST (#001)42%
Total $512KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)10
  • PLAN & TRUST (#002)8
Total 18Click 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

BC VENTURES, LLC CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$296K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BC VENTURES, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$216K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BC VENTURES, LLC CASH BALANCE PENSION PLAN & TRUSTCashBalance$296K82025
001BC VENTURES, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$216K102025
Retirement plans
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