Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIMENSION FUNDING, LLC
EIN 33-0937129financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
33
30262 CROWN VALLEY PARKWAY B139 - LAGUNA NIGUEL, CA 92677949-608-2235dimensionfunding.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M 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
DIMENSION FUNDING, LLC EMPLOYEES' RETIREMENT PLAN
401k
Assets$3.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DIMENSION FUNDING, LLC CASH BALANCE PLAN
CashBalance
Assets$438K
Participants11
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 | DIMENSION FUNDING, LLC EMPLOYEES' RETIREMENT PLAN | 401k | $3.5M | 22 | 2025 | |
| 002 | DIMENSION FUNDING, LLC CASH BALANCE PLAN | CashBalance | $438K | 11 | 2025 |
Retirement plans