Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DBS FINANCIAL SERVICES, LLC
EIN 26-4736355Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
15
1795 ALYSHEBA WAY, SUITE 7104 - LEXINGTON, KY 40509859-543-8188
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 15 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
DBS FINANCIAL SERVICES, LLC 401(K) PLAN
401k
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DBS FINANCIAL SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants7
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 | DBS FINANCIAL SERVICES, LLC 401(K) PLAN | 401k | $1.6M | 8 | 2025 | |
| 002 | DBS FINANCIAL SERVICES, LLC CASH BALANCE PLAN | CashBalance | $1.1M | 7 | 2025 |
Retirement plans