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Sponsor portfolio

PATRICK DUFFY LOGISTICS

EIN 83-3932816-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
15233 OTSEGO ST - SHERMAN OAKS, CA 91403818-261-7592
Plans on this EIN
2 filings
#002CashBalance-$981K - 5 part#001401k-$787K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • DUFFY LOGISTICS 401(K) (#001)45%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • DUFFY LOGISTICS 401(K) (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PATRICK DUFFY LOGISTICS CASH BALANCE PLAN

CashBalance

Assets$981K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PATRICK DUFFY LOGISTICS 401(K) PLAN

401k

Assets$787K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PATRICK DUFFY LOGISTICS CASH BALANCE PLANCashBalance$981K52024
001PATRICK DUFFY LOGISTICS 401(K) PLAN401k$787K52025
Retirement plans
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