Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DISCOVERY MANAGEMENT GROUP LLC
EIN 01-0600263Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
18
P.O. BOX 663 - WEST LINN, OR 97068541-829-3443
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 18 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
DISCOVERY MANAGEMENT GROUP DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DISCOVERY MANAGEMENT GROUP 401(K) PLAN
401k
Assets$287K
Participants9
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 | DISCOVERY MANAGEMENT GROUP DEFINED BENEFIT PLAN | TraditionalDB | $3.1M | 9 | 2024 | |
| 002 | DISCOVERY MANAGEMENT GROUP 401(K) PLAN | 401k | $287K | 9 | 2024 |
Retirement plans