Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
TD & LN INVESTMENT INC.
EIN 77-0435556Retail TradeLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
12
392 W. HARDER ROAD - HAYWARD, CA 94544925-548-7647
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 12 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
TD & LN INVESTMENT INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.3M
Participants3
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Retirement#001
TD & LN INVESTMENT INC. 401(K) PLAN & TRUST
401k
Assets$361K
Participants9
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 | TD & LN INVESTMENT INC. CASH BALANCE PLAN & TRUST | CashBalance | $1.3M | 3 | 2024 | |
| 001 | TD & LN INVESTMENT INC. 401(K) PLAN & TRUST | 401k | $361K | 9 | 2024 |
Retirement plans