Assets by plan
Share of aggregate retirement assets
Filings through .
Discovery Management Group LLC
EIN 01-0600263Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Health & Benefits
0
Participants
20
P.O. BOX 663 - WEST LINN, OR 97068541-829-3443
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 20 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DISCOVERY MANAGEMENT GROUP DEFINED BENEFIT PLAN
Traditional DB
Assets$3.8M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DISCOVERY MANAGEMENT GROUP 401(K) PLAN
401(k)
Assets$517K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DISCOVERY MANAGEMENT GROUP DEFINED BENEFIT PLAN | Traditional DB | $3.8M | 10 | 2025 |
| #002 | DISCOVERY MANAGEMENT GROUP 401(K) PLAN | 401(k) | $517K | 10 | 2025 |
- #001 · Traditional DB · 202510
- #002 · 401(k) · 202510
Retirement plans