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Sponsor portfolio

DIANA INC.

EIN 61-1737281-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$233K assets
Welfare
0
Participants
16
11710 ROLLING FALLS BEND - FORT MYERS, FL 33913239-334-8955
Plans on this EIN
2 filings
#002CashBalance-$230K - 8 part#001ProfitSharing-$3K - 8 part

Retirement portfolio analytics

2 plans aggregated / $233K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CASH BALANCE PENSION (#002)99%
  • INC. RETIREMENT PLAN (#001)1%
Total $233KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)8
  • INC. RETIREMENT PLAN (#001)8
Total 16Click 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#002

DIANA INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$230K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DIANA INC. RETIREMENT PLAN

ProfitSharing

Assets$3K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DIANA INC. CASH BALANCE PENSION PLANCashBalance$230K82024
001DIANA INC. RETIREMENT PLANProfitSharing$3K82024
Retirement plans
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