Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
DORSEY ASSET MANAGEMENT LLC
EIN 46-3332423financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
15
150 NORTH WACKER DRIVE, SUITE 960 - CHICAGO, IL 60606312-982-2543dorseyasset.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 15 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
DORSEY ASSET MANAGEMENT LLC 401(K) PLAN AND TRUST
401k
Assets$4.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DORSEY ASSET MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DORSEY ASSET MANAGEMENT LLC 401(K) PLAN AND TRUST | 401k | $4.2M | 9 | 2025 | |
| 002 | DORSEY ASSET MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $2.1M | 6 | 2024 |
Retirement plans