Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE DIALOG GROUP
EIN 56-2536698Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
30
PO BOX 162626 - AUSTIN, TX 78716512-697-9425
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 30 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#001
THE DIALOG GROUP DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE DIALOG GROUP DEFINED CONTRIBUTION PLAN
ProfitSharing
Assets$1.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DIALOG GROUP DEFINED BENEFIT PLAN | TraditionalDB | $1.4M | 6 | 2024 | |
| 002 | THE DIALOG GROUP DEFINED CONTRIBUTION PLAN | ProfitSharing | $1.3M | 24 | 2024 |
Retirement plans