Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SDGLOBAL-RE, LLC
EIN 46-3311640Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
6
2218 AVENIDA DE LA PLAYA - LA JOLLA, CA 92037858-926-3060
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 6 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#002
SD GLOBAL-RE, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SD GLOBAL-RE, LLC 401(K) & PROFIT SHARING PLAN
401k
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SD GLOBAL-RE, LLC DEFINED BENEFIT PLAN | TraditionalDB | $3.5M | 3 | 2024 | |
| 003 | SD GLOBAL-RE, LLC 401(K) & PROFIT SHARING PLAN | 401k | $1.1M | 3 | 2024 |
Retirement plans