Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRO DESIGN LLC
EIN 20-8514521wholesaleLatest filing 2025
Plans
3
Retirement
2
$4.6M assets
Welfare
1
Participants
68
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 39 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
PRO DESIGN LLC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$4.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PRO DESIGN LLC CASH BALANCE PLAN
CashBalance
Assets$345K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
PRO DESIGN LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRO DESIGN LLC 401K PROFIT SHARING PLAN AND TRUST | 401k | $4.3M | 35 | 2025 | |
| 002 | PRO DESIGN LLC CASH BALANCE PLAN | CashBalance | $345K | 4 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRO DESIGN LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans