Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DALIUS INVESTMENTS INC.
EIN 56-2631294Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
22
140 BRDWAY SUITE 2110 - NEW YORK, NY 10005646-490-9130
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 22 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
DALIUS INVESTMENTS INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.1M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DALIUS INVESTMENTS INC. 401(K) P/S PLAN
401k
Assets$1.5M
Participants15
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 | DALIUS INVESTMENTS INC. CASH BALANCE PENSION PLAN | CashBalance | $2.1M | 7 | 2024 | |
| 001 | DALIUS INVESTMENTS INC. 401(K) P/S PLAN | 401k | $1.5M | 15 | 2024 |
Retirement plans