Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VENETO WEST
EIN 87-0772149real estateLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
104
560 HIGHLAND DRIVE - DANVILLE, CA 94526925-743-0869venetowestproperties.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 104 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
VENETO WEST DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.2M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VENETO WEST PROFIT SHARING PLAN
ProfitSharing
Assets$715K
Participants53
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 | VENETO WEST DEFINED BENEFIT PLAN | TraditionalDB | $3.2M | 51 | 2024 | |
| 001 | VENETO WEST PROFIT SHARING PLAN | ProfitSharing | $715K | 53 | 2024 |
Retirement plans