Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
DESWARD PEAK PARTNERS LLC
EIN 81-5010235Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
9
528 A STREET - SANTA ROSA, CA 95401707-387-4630
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 9 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
DESWARD PEAK PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DESWARD PEAK PARTNERS LLC CASH BALANCE PLAN & TRUST
TraditionalDB
Assets$310K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DESWARD PEAK PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.0M | 4 | 2025 | |
| 002 | DESWARD PEAK PARTNERS LLC CASH BALANCE PLAN & TRUST | TraditionalDB | $310K | 5 | 2025 |
Retirement plans