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Sponsor portfolio

DSD COMMERCIAL, INC.

EIN 20-4087509-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$2.6M assets
Welfare
1
Participants
82
8371 LA MESA BLVD - LA MESA, CA 91942858-699-3895
Plans on this EIN
3 filings
#002TraditionalDB-$1.4M - 28 part#001401k-$1.2M - 26 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 54 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#002)54%
  • PLAN AND TRUST (#001)46%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)28
  • PLAN AND TRUST (#001)26
Total 54Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WHISSEL REALTY DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$1.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DSD COMMERCIAL INC. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$1.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

WHISSEL REALTY DEFINED BENEFIT PENSION PLAN AND TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WHISSEL REALTY DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$1.4M282024
001DSD COMMERCIAL INC. 401K PROFIT SHARING PLAN AND TRUST401k$1.2M262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002WHISSEL REALTY DEFINED BENEFIT PENSION PLAN AND TRUSTSelf Funded-$002024
Retirement plans
Welfare plans
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