Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DOCUMENT TRACKING SERVICE LLC
EIN 20-3469254education managementLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
30
10606 CAMINO RUIZ, SUITE 8-132 - SAN DIEGO, CA 92126858-784-6980doc-tracking.comLinkedIn11-50 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 30 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
DOCUMENT TRACKING SERVICE LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DOCUMENT TRACKING SERVICE LLC CASH BALANCE PLAN
CashBalance
Assets$385K
Participants13
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 | DOCUMENT TRACKING SERVICE LLC 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 17 | 2024 | |
| 002 | DOCUMENT TRACKING SERVICE LLC CASH BALANCE PLAN | CashBalance | $385K | 13 | 2024 |
Retirement plans