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Sponsor portfolio

DOUEK AND MOSSERI

EIN 26-1231622-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
36
230 5TH AVE., SUITE 1107 - NEW YORK, NY 10001212-686-7766
Plans on this EIN
2 filings
#001CashBalance-$1.1M - 15 part#002401k-$818K - 21 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#001)56%
  • PROFIT SHARING PLAN (#002)44%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)21
  • CASH BALANCE PLAN (#001)15
Total 36Click 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#001

DOUEK AND MOSSERI CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DOUEK AND MOSSERI 401(K) PROFIT SHARING PLAN

401k

Assets$818K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DOUEK AND MOSSERI CASH BALANCE PLANCashBalance$1.1M152024
002DOUEK AND MOSSERI 401(K) PROFIT SHARING PLAN401k$818K212024
Retirement plans
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