Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEL MAR WEALTH MANAGEMENT INC
EIN 46-4216041Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
1110 CAMINO DEL MAR, SUITE B - DEL MAR, CA 92014858-480-3818delmarwealthmanagement.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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
DEL MAR WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DEL MAR WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$608K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DEL MAR WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 2 | 2025 | |
| 001 | DEL MAR WEALTH MANAGEMENT 401(K) PLAN | 401k | $608K | 2 | 2025 |
Retirement plans