Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEEZER PARTNERSHIP
EIN 95-4431404InformationLatest filing 2024
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
12
3130 WILSHIRE BLVD. SUITE 600 - SANTA MONICA, CA 90403310-282-0477
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 12 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#001
WEEZER PARTNERSHIP PROFIT SHARING PLAN
ProfitSharing
Assets$5.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEEZER PARTNERSHIP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEEZER PARTNERSHIP PROFIT SHARING PLAN | ProfitSharing | $5.0M | 6 | 2024 | |
| 002 | WEEZER PARTNERSHIP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.5M | 6 | 2024 |
Retirement plans