Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DUPON FINANCIAL GROUP, INC.
EIN 86-1060832Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
10
301 E. COLORADO BLVD #500 - PASADENA, CA 91101626-460-0400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M 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#001
DUPON FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DUPON FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$985K
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 | |
|---|---|---|---|---|---|---|
| 001 | DUPON FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 5 | 2025 | |
| 002 | DUPON FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | TraditionalDB | $985K | 5 | 2025 |
Retirement plans