Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIXTEEN PALMS MANAGEMENT LLC
EIN 87-1835429Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$989K assets
Welfare
0
Participants
8
2528 KRISTEN LEE DRIVE - WESTLAKE VILLAGE, CA 91361213-713-1397
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $989K assets / 8 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
SIXTEEN PALMS MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$698K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SIXTEEN PALMS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401k
Assets$292K
Participants4
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 | SIXTEEN PALMS MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $698K | 4 | 2024 | |
| 001 | SIXTEEN PALMS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $292K | 4 | 2024 |
Retirement plans