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Sponsor portfolio

ALLIED DBD, L.C.

EIN 65-0965140-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$727K assets
Welfare
0
Participants
22
4220 WEST 104TH STREET, SUITE 8 - HIALEAH, FL 33018954-235-4921
Plans on this EIN
2 filings
#002CashBalance-$558K - 11 part#001ProfitSharing-$169K - 11 part

Retirement portfolio analytics

2 plans aggregated / $727K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#002)77%
  • PROFIT SHARING PLAN (#001)23%
Total $727KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)11
  • PROFIT SHARING PLAN (#001)11
Total 22Click 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

ALLIED DBD CASH BALANCE PLAN

CashBalance

Assets$558K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALLIED DBD PROFIT SHARING PLAN

ProfitSharing

Assets$169K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALLIED DBD CASH BALANCE PLANCashBalance$558K112025
001ALLIED DBD PROFIT SHARING PLANProfitSharing$169K112025
Retirement plans
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