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Sponsor portfolio

DESAI RETIREMENT PLAN

EIN 26-4372721-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
69
1477 BELFAIRE LAKE TRAIL - DACULA, GA 30019770-963-2009
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 29 part#001ProfitSharing-$423K - 40 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#002)82%
  • DESAI RETIREMENT PLAN (#001)18%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DESAI RETIREMENT PLAN (#001)40
  • CASH BALANCE PLAN (#002)29
Total 69Click 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#002

DESAI BROTHERS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DESAI RETIREMENT PLAN

ProfitSharing

Assets$423K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DESAI BROTHERS, LLC CASH BALANCE PLANCashBalance$1.9M292024
001DESAI RETIREMENT PLANProfitSharing$423K402025
Retirement plans
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