Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE DAHLEM COMPANY, INC.
EIN 61-0676080Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
23
1531 ORMSBY STATION COURT - LOUISVILLE, KY 40223502-814-0294
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 23 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 DAHLEM COMPANY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$9.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAHLEM COMPANY, INC. CASH BALANCE PLAN
CashBalance
Assets$4.5M
Participants9
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 DAHLEM COMPANY, INC. PROFIT SHARING PLAN | ProfitSharing | $9.6M | 14 | 2025 | |
| 002 | DAHLEM COMPANY, INC. CASH BALANCE PLAN | CashBalance | $4.5M | 9 | 2025 |
Retirement plans