Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CORPORATE DILIGENCE SPECIALISTS, LLC
EIN 32-0007148Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
61
529 COMMERCIAL STREET - SAN FRANCISCO, CA 94111415-203-2667
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 61 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
CORPORATE DILIGENCE SPECIALISTS LLC 401(K) PLAN
401k
Assets$9.2M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CORPORATE DILIGENCE SPECIALISTS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants24
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 | CORPORATE DILIGENCE SPECIALISTS LLC 401(K) PLAN | 401k | $9.2M | 37 | 2024 | |
| 002 | CORPORATE DILIGENCE SPECIALISTS, LLC CASH BALANCE PLAN | CashBalance | $2.9M | 24 | 2025 |
Retirement plans