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Sponsor portfolio

DHARMA, PA

EIN 75-2833135-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
3
$4.0M assets
Welfare
0
Participants
57
3822 NORTHVIEW LANE - DALLAS, TX 75229214-641-7267
Plans on this EIN
3 filings
#003TraditionalDB-$2.3M - 5 part#002401k-$1.1M - 20 part#004ProfitSharing-$667K - 32 part

Retirement portfolio analytics

3 plans aggregated / $4.0M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • DEFINED BENEFIT PENSION (#003)56%
  • DHARMA PA 401(K) (#002)28%
  • PROFIT SHARING PLAN (#004)17%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)32
  • DHARMA PA 401(K) (#002)20
  • DEFINED BENEFIT PENSION (#003)5
Total 57Click 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#003

DHARMA, PA DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DHARMA PA 401(K) PLAN

401k

Assets$1.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DHARMA, PA PROFIT SHARING PLAN

ProfitSharing

Assets$667K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003DHARMA, PA DEFINED BENEFIT PENSION PLANTraditionalDB$2.3M52025
002DHARMA PA 401(K) PLAN401k$1.1M202024
004DHARMA, PA PROFIT SHARING PLANProfitSharing$667K322025
Retirement plans
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