Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DBAK HOLDINGS LLC
EIN 20-0594348Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
12
563 LINDA LANE - SURFSIDE, FL 33484718-677-0700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 12 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
ODYSSEY FUNDING, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$899K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DBAK HOLDINGS LLC PROFIT SHARING PLAN
ProfitSharing
Assets$461K
Participants6
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 | ODYSSEY FUNDING, LLC DEFINED BENEFIT PLAN | TraditionalDB | $899K | 6 | 2024 | |
| 002 | DBAK HOLDINGS LLC PROFIT SHARING PLAN | ProfitSharing | $461K | 6 | 2024 |
Retirement plans