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Sponsor portfolio

PT78 LLC

EIN 84-3676310-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
PO BOX 28152 - OAKLAND, CA 94604415-722-7805
Plans on this EIN
2 filings
#002TraditionalDB-$1.5M - 3 part#001ProfitSharing-$391K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PT78 LLC PENSION (#002)79%
  • LLC RETIREMENT PLAN (#001)21%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PT78 LLC PENSION (#002)3
  • LLC RETIREMENT PLAN (#001)3
Total 6Click 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

PT78 LLC PENSION PLAN

TraditionalDB

Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PT78 LLC RETIREMENT PLAN

ProfitSharing

Assets$391K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PT78 LLC PENSION PLANTraditionalDB$1.5M32025
001PT78 LLC RETIREMENT PLANProfitSharing$391K32025
Retirement plans
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