Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DNW AND ASSOCIATES, INC.
EIN 20-4183051Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
13
430 S GARFIELD AVE STE 325 - ALHAMBRA, CA 918016806626-452-1149
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 13 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
DNW AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DNW AND ASSOCIATES, INC. 401(K) PLAN
401k
Assets$706K
Participants10
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 | DNW AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 3 | 2024 | |
| 002 | DNW AND ASSOCIATES, INC. 401(K) PLAN | 401k | $706K | 10 | 2025 |
Retirement plans