Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFF DORMAN
EIN 11-2890909consumer servicesLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 6 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
JEFF DORMAN & ASSOCIATES, INC. PENSION PLAN
TraditionalDB
Assets$3.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFF DORMAN & ASSOCIATES, INC. RETIREMENT PLAN
401k
Assets$1.6M
Participants3
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 | JEFF DORMAN & ASSOCIATES, INC. PENSION PLAN | TraditionalDB | $3.5M | 3 | 2025 | |
| 002 | JEFF DORMAN & ASSOCIATES, INC. RETIREMENT PLAN | 401k | $1.6M | 3 | 2025 |
Retirement plans