Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEARING VENTURES LLC
EIN 85-2920914Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
28
20220 HEMPSTEAD RD., STE 34 - HOUSTON, TX 770655659713-545-8130
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BEARING VENTURES LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$903K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BEARING VENTURES LLC 401(K) PLAN
401k
Assets$879K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BEARING VENTURES LLC CASH BALANCE PENSION PLAN | CashBalance | $903K | 11 | 2024 | |
| 001 | BEARING VENTURES LLC 401(K) PLAN | 401k | $879K | 17 | 2024 |
Retirement plans