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Sponsor portfolio

DAW MANAGEMENT, INC.

EIN 48-1260598-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$845K assets
Welfare
0
Participants
4
1745 YALECREST AVENUE - SALT LAKE CITY, UT 84108801-450-1144
Plans on this EIN
2 filings
#001CashBalance-$790K - 2 part#002401k-$54K - 2 part

Retirement portfolio analytics

2 plans aggregated / $845K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • CASH BALANCE PLAN (#001)94%
  • PROFIT SHARING PLAN (#002)6%
Total $845KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click 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

DAW MANAGEMENT, INC. CASH BALANCE PLAN

CashBalance

Assets$790K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAW MANAGEMENT, INC. PROFIT SHARING PLAN

401k

Assets$54K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAW MANAGEMENT, INC. CASH BALANCE PLANCashBalance$790K22024
002DAW MANAGEMENT, INC. PROFIT SHARING PLAN401k$54K22024
Retirement plans
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