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Sponsor portfolio

DESIGN FOR CHANGE

EIN 46-3724302-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
24
1066 E. AVE J - LANCASTER, CA 93535661-729-8155
Plans on this EIN
2 filings
#001TraditionalDB-$4.2M - 7 part#002401k-$1.1M - 17 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • HEALTH, INC. PENSION (#001)80%
  • HEALTH, INC. RETIREMENT (#002)20%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH, INC. RETIREMENT (#002)17
  • HEALTH, INC. PENSION (#001)7
Total 24Click 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

DESIGN FOR LIVING BEHAVIOR HEALTH, INC. PENSION PLAN

TraditionalDB

Assets$4.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DESIGN FOR LIVING BEHAVIOR HEALTH, INC. RETIREMENT

401k

Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DESIGN FOR LIVING BEHAVIOR HEALTH, INC. PENSION PLANTraditionalDB$4.2M72025
002DESIGN FOR LIVING BEHAVIOR HEALTH, INC. RETIREMENT401k$1.1M172024
Retirement plans
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