Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAWSON INSURANCE & FINANCIAL SERVICES, INC.
EIN 26-4138326Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
18
2333 CAMINO DEL RIO SOUTH SUITE 240 - SAN DIEGO, CA 92108619-640-2622
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 18 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
DAWSON INSURANCE & FINANCIAL SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAWSON INSURANCE & FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$210K
Participants10
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 | DAWSON INSURANCE & FINANCIAL SERVICES, INC. CASH BALANCE PLAN | CashBalance | $2.7M | 8 | 2025 | |
| 002 | DAWSON INSURANCE & FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $210K | 10 | 2025 |
Retirement plans