Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DGF SERVICES, LLC
EIN 20-8979962investment bankingLatest filing 2025
Plans
2
Retirement
2
$38.3M assets
Welfare
0
Participants
76
20 MARSHALL STREET, SUITE 310 - SOUTH NORWALK, CT 06854203-838-3188LinkedIn51-200 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $38.3M assets / 76 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
DGF SERVICES LLC 401(K) PLAN
401k
Assets$36.3M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DGF SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DGF SERVICES LLC 401(K) PLAN | 401k | $36.3M | 54 | 2025 | |
| 002 | DGF SERVICES, LLC CASH BALANCE PLAN | CashBalance | $2.0M | 22 | 2025 |
Retirement plans