Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DELIVERY MANAGEMENT GROUP, LLC
EIN 45-4826354Transportation and WarehousingLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
38
2275 HUNTINGTON DRIVE, #261 - SAN MARINO, CA 91108626-736-3076
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 38 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
DELIVERY MANAGEMENT GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DELIVERY MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$237K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DELIVERY MANAGEMENT GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.2M | 18 | 2024 | |
| 002 | DELIVERY MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $237K | 20 | 2025 |
Retirement plans