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Sponsor portfolio

DAN O'S MARINE

EIN 46-0436245-Retail Trade-Latest filing 2024
Plans
3
Retirement
3
$823K assets
Welfare
0
Participants
18
1900 9TH AVE S. W., WEST HIGHWAY 212 - WATERTOWN, SD 57201605-520-4501
Plans on this EIN
3 filings
#003CashBalance-$718K - 6 part#001401k-$75K - 2 part#002ProfitSharing-$30K - 10 part

Retirement portfolio analytics

3 plans aggregated / $823K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PENSION (#003)87%
  • O'S MARINE 401(K) (#001)9%
  • PROFIT SHARING PLAN (#002)4%
Total $823KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)10
  • CASH BALANCE PENSION (#003)6
  • O'S MARINE 401(K) (#001)2
Total 18Click 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#003

DAN O'S ENTERPRISES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$718K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAN O'S MARINE 401(K) PLAN

401k

Assets$75K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAN O'S MARINE SALES AND SERVICE, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$30K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003DAN O'S ENTERPRISES, INC. CASH BALANCE PENSION PLANCashBalance$718K62024
001DAN O'S MARINE 401(K) PLAN401k$75K22024
002DAN O'S MARINE SALES AND SERVICE, INC. PROFIT SHARING PLANProfitSharing$30K102024
Retirement plans
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