Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANCIE PERUGINI WARE PUBLIC RELATIONS, INC.
EIN 76-0270534public relations and communicationsLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
38
1600 W. LOOP SOUTH, SUITE 800 - HOUSTON, TX 77027713-224-9115dpwpr.comLinkedIn11-50 employeespublic relations and communications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 38 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#002
DANCIE PERUGINI WARE DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DANCIE PERUGINI WARE 401(K) PLAN
401k
Assets$2.2M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANCIE PERUGINI WARE DEFINED BENEFIT PENSION PLAN | CashBalance | $2.3M | 17 | 2024 | |
| 001 | DANCIE PERUGINI WARE 401(K) PLAN | 401k | $2.2M | 21 | 2024 |
Retirement plans