Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DSR CONSULTING GROUP, LLC
EIN 82-5368035Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
14E JOSEPH WALLACE DRIVE EAST - CROTON, NY 10520917-207-1248
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 4 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
DSR CONSULTING GROUP, LLC DEFINED BENEFIT PLAN
CashBalance
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DSR CONSULTING GROUP, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$107K
Participants2
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 | DSR CONSULTING GROUP, LLC DEFINED BENEFIT PLAN | CashBalance | $1.1M | 2 | 2024 | |
| 001 | DSR CONSULTING GROUP, LLC PROFIT SHARING PLAN | ProfitSharing | $107K | 2 | 2024 |
Retirement plans