Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
D & G RETAIL SERVICES, LLC
EIN 26-2927244Retail TradeLatest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
37
14999 PRESTON ROAD, SUITE 620 - DALLAS, TX 75240972-380-1313
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 37 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
D&G RETAIL 401(K) PLAN
401k
Assets$3.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
D & G RETAIL SERVICES CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.6M
Participants16
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 | D&G RETAIL 401(K) PLAN | 401k | $3.9M | 21 | 2024 | |
| 002 | D & G RETAIL SERVICES CASH BALANCE PLAN & TRUST | CashBalance | $2.6M | 16 | 2024 |
Retirement plans