Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DINI SPHERIS
EIN 74-1672777non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
50
2727 ALLEN PARKWAY, SUITE 1650 - HOUSTON, TX 77019713-942-1220dinispheris.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 50 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
DINI SPHERIS 401(K) PROFIT SHARING PLAN
401k
Assets$5.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DINI SPHERIS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.5M
Participants26
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 | DINI SPHERIS 401(K) PROFIT SHARING PLAN | 401k | $5.5M | 24 | 2024 | |
| 002 | DINI SPHERIS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.5M | 26 | 2024 |
Retirement plans