Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DELIUS & MCKENZIE PLLC
EIN 82-3856074Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 10 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
DELIUS & MCKENZIE, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DELIUS & MCKENZIE, PLLC 401(K) PLAN
401k
Assets$376K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DELIUS & MCKENZIE, PLLC CASH BALANCE PLAN | CashBalance | $1.8M | 5 | 2025 | |
| 001 | DELIUS & MCKENZIE, PLLC 401(K) PLAN | 401k | $376K | 5 | 2024 |
Retirement plans