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  2. KEVIN BARRY FINE ART ASSOCIATES
Sponsor portfolio

KEVIN BARRY FINE ART ASSOCIATES

EIN 95-4587331-insurance-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
115
2525 MICHIGAN AVE, A8 - SANTA MONICA, CA 90404310-264-7777LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001401k-$5.1M - 68 part#002CashBalance-$363K - 47 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 115 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • FINE ART 401(K) (#001)93%
  • CASH BALANCE PLAN (#002)7%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINE ART 401(K) (#001)68
  • CASH BALANCE PLAN (#002)47
Total 115Click 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

KEVIN BARRY FINE ART 401(K) PLAN

401k

Assets$5.1M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEVIN BARRY FINE ART CASH BALANCE PLAN

CashBalance

Assets$363K
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KEVIN BARRY FINE ART 401(K) PLAN401k$5.1M682024
002KEVIN BARRY FINE ART CASH BALANCE PLANCashBalance$363K472024
Retirement plans
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