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Sponsor portfolio

DEAL & SON GRADING CONTRACTOR

EIN 43-2076656-Construction-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
24
1190 OLD HWY 46 SOUTH - DICKSON, TN 37055615-566-3006
Plans on this EIN
2 filings
#002CashBalance-$971K - 10 part#001401k-$913K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • SAFE HARBOR PLAN (#001)48%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR PLAN (#001)14
  • CASH BALANCE PLAN (#002)10
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DEAL & SON CASH BALANCE PLAN

CashBalance

Assets$971K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEAL & SON 401(K) SAFE HARBOR PLAN

401k

Assets$913K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DEAL & SON CASH BALANCE PLANCashBalance$971K102024
001DEAL & SON 401(K) SAFE HARBOR PLAN401k$913K142025
Retirement plans
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