Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAVESH, MINOR AND OTIS, INC.
EIN 95-3679629Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$9.5M assets
Welfare
1
Participants
50
990 WEST 190TH STREET, STE 50 - TORRANCE, CA 905024469310-528-1068
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 36 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#004
KAVESH, MINOR & OTIS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$8.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
KAVESH, MINOR & OTIS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#004
KAVESH, MINOR & OTIS, INC. DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | KAVESH, MINOR & OTIS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $8.0M | 14 | 2024 | |
| 005 | KAVESH, MINOR & OTIS, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 22 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 004 | KAVESH, MINOR & OTIS, INC. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans