Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
CARSWELL GREENFIELD & KUNSTLER
EIN 95-4627992entertainmentLatest filing 2025
Plans
3
Retirement
2
$892K assets
Welfare
1
Participants
50
321 SOUTH BEVERLY DRIVE, SUITE M - BEVERLY HILLS, CA 902124303310-556-0563cgk.ccLinkedIn11-50 employeesentertainment
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $892K assets / 34 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
CARSWELL, GREENFIELD & KUNSTLER PROFIT SHARING PLAN
ProfitSharing
Assets$642K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARSWELL GREENFIELD & KUNSTLER 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$250K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
CARSWELL, GREENFIELD & KUNSTLER PROFIT SHARING 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 | |
|---|---|---|---|---|---|---|
| 001 | CARSWELL, GREENFIELD & KUNSTLER PROFIT SHARING PLAN | ProfitSharing | $642K | 16 | 2025 | |
| 002 | CARSWELL GREENFIELD & KUNSTLER 401(K) PROFIT SHARING PLAN & TRUST | 401k | $250K | 18 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | CARSWELL, GREENFIELD & KUNSTLER PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans