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  2. D & R REAL ESTATE ENTERPRISE L
Sponsor portfolio

D & R REAL ESTATE ENTERPRISE L

EIN 46-4607034-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
2
$1.7M assets
Welfare
1
Participants
17
8516 OVERBROOK RD - FAIRFAX, VA 220312817248-797-1347
Plans on this EIN
3 filings
#002CashBalance-$992K - 4 part#001401k-$662K - 9 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • PLAN & TRUST (#001)40%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)9
  • CASH BALANCE PLAN (#002)4
Total 13Click 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#002

DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLAN

CashBalance

Assets$992K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

D & R REAL ESTATE ENTERPRISE L 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$662K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLANCashBalance$992K42024
001D & R REAL ESTATE ENTERPRISE L 401(K) PROFIT SHARING PLAN & TRUST401k$662K92025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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