Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DLC GROUP
EIN 20-8997803Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
5
28 GREEN STREET - NEWBURY, MA 01951978-225-8386
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 5 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
DIETZ & LYNCH RETIREMENT SAVINGS PLAN
401k
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DIETZ & LYNCH CASH BALANCE PLAN
CashBalance
Assets$460
Participants0
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 | DIETZ & LYNCH RETIREMENT SAVINGS PLAN | 401k | $1.8M | 5 | 2025 | |
| 002 | DIETZ & LYNCH CASH BALANCE PLAN | CashBalance | $460 | 0 | 2025 |
Retirement plans