Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$662K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $1.8M assets / 13 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLAN | Cash balance | $1.1M | 4 | 2025 |
| #001 | D & R REAL ESTATE ENTERPRISE L 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $662K | 9 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLAN | Self-funded | - | $0 | 0 | 2025 |