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Sponsor portfolio

DH VENTURES, INC.

EIN 83-4063260-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$982K assets
Welfare
0
Participants
6
10950 SAN JOSE BOULEVARD, SUITE 154 - JACKSONVILLE, FL 32223904-923-2062
Plans on this EIN
2 filings
#002CashBalance-$648K - 3 part#001401k-$335K - 3 part

Retirement portfolio analytics

2 plans aggregated / $982K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • VENTURES, INC. 401(K) (#001)34%
Total $982KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • VENTURES, INC. 401(K) (#001)3
Total 6Click 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

DH VENTURES, INC. CASH BALANCE PLAN

CashBalance

Assets$648K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DH VENTURES, INC. 401(K) PLAN

401k

Assets$335K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DH VENTURES, INC. CASH BALANCE PLANCashBalance$648K32024
001DH VENTURES, INC. 401(K) PLAN401k$335K32024
Retirement plans
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