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Sponsor portfolio

SVENGALI, INC.

EIN 95-3520127-motion pictures and film-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
P.O. BOX 1149 - SANTA YNEZ, CA 93460805-688-4243svengali-fx.comLinkedIn11-50 employeesmotion pictures and film
Plans on this EIN
2 filings
#001MoneyPurchase-$670K - 2 part#002TraditionalDB-$484K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • MONEY PURCHASE PENSION (#001)58%
  • DEFINED BENEFIT PENSION (#002)42%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#001)2
  • DEFINED BENEFIT PENSION (#002)2
Total 4Click 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#001

SVENGALI, INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$670K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SVENGALI, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$484K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SVENGALI, INC. MONEY PURCHASE PENSION PLANMoneyPurchase$670K22024
002SVENGALI, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$484K22024
Retirement plans
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