Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DLX FINANCIAL LLC
EIN 27-4406170financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
33
750 B STREET, STE 3220 - SAN DIEGO, CA 92101619-662-6049dlx.financialLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 33 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
DOLAREX LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DOLAREX LLC 401K SAVINGS PLAN
401k
Assets$3.3M
Participants17
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 | DOLAREX LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.6M | 16 | 2025 | |
| 002 | DOLAREX LLC 401K SAVINGS PLAN | 401k | $3.3M | 17 | 2025 |
Retirement plans