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Sponsor portfolio

POWERHOUSE CAPITAL MANAGEMENT LLC

EIN 85-3537232-venture capital & private equity-Latest filing 2024
Plans
2
Retirement
2
$823K assets
Welfare
0
Participants
7
2040 KERWOOD AVE - LOS ANGELES, CA 90025203-561-2737powerhouse.vcLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filings
#002CashBalance-$595K - 3 part#001401k-$228K - 4 part

Retirement portfolio analytics

2 plans aggregated / $823K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN & TRUST (#002)72%
  • PLAN & TRUST (#001)28%
Total $823KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)4
  • PLAN & TRUST (#002)3
Total 7Click 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

POWERHOUSE CAPITAL MANAGEMENT CASH BALANCE PLAN & TRUST

CashBalance

Assets$595K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

POWERHOUSE CAPITAL MANAGEMENT 401(K) PLAN & TRUST

401k

Assets$228K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002POWERHOUSE CAPITAL MANAGEMENT CASH BALANCE PLAN & TRUSTCashBalance$595K32024
001POWERHOUSE CAPITAL MANAGEMENT 401(K) PLAN & TRUST401k$228K42024
Retirement plans
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