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Sponsor portfolio

DILLON CPAS, PLLC

EIN 45-2400550-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
46
23537 KINGSLAND BLVD, SUITE 100 - KATY, TX 77494281-578-2002
Plans on this EIN
2 filings
#001ProfitSharing-$3.0M - 26 part#002CashBalance-$2.1M - 20 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLLC 401K PLAN (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC 401K PLAN (#001)26
  • CASH BALANCE PLAN (#002)20
Total 46Click 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#001

DILLON CPAS, PLLC 401K PLAN

ProfitSharing

Assets$3.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DILLON CPAS, PLLC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DILLON CPAS, PLLC 401K PLANProfitSharing$3.0M262025
002DILLON CPAS, PLLC CASH BALANCE PLANCashBalance$2.1M202025
Retirement plans
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