Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DCA PARTNERS, LLC
EIN 68-0467320financial servicesLatest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
73
3721 DOUGLAS BLVD. SUITE 350 - ROSEVILLE, CA 95661916-960-5350dcapartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 73 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
DCA PARTNERS CASH BALANCE PLAN
CashBalance
Assets$7.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DCA PARTNERS 401(K) PROFIT SHARING PLAN
401k
Assets$6.8M
Participants38
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 | DCA PARTNERS CASH BALANCE PLAN | CashBalance | $7.3M | 35 | 2024 | |
| 002 | DCA PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $6.8M | 38 | 2025 |
Retirement plans