Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
US DEFAULT GROUP LLC
EIN 27-1120007legal servicesLatest filing 2025
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
1,687
6409 CONGRESS AVENUE, SUITE 100 - BOCA RATON, FL 33487561-241-6901LinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 1,687 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- WELLS FARGO BANK, N.A.57%
- (Not disclosed)43%
Participants 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
US DEFAULT GROUP LLC 401K PROFIT SHARING PLAN & TRUST
401k
Assets$5.8M
Participants891
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
US DEFAULT GROUP, INC. PROFIT SHARING PLAN
ESOP
Assets$4.4M
Participants796
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 | US DEFAULT GROUP LLC 401K PROFIT SHARING PLAN & TRUST | 401k | $5.8M | 891 | 2025 | |
| 002 | US DEFAULT GROUP, INC. PROFIT SHARING PLAN | ESOP | $4.4M | 796 | 2024 |
Retirement plans