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Sponsor portfolio

DNX MANAGEMENT COMPANY

EIN 86-2657954-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
26
55 EAST 3RD AVENUE - SAN MATEO, CA 94401408-718-7213
Plans on this EIN
2 filings
#001401k-$3.5M - 14 part#002CashBalance-$2.9M - 12 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • COMPANY RETIREMENT TRUST (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT TRUST (#001)14
  • CASH BALANCE PLAN (#002)12
Total 26Click 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#001

DNX MANAGEMENT COMPANY RETIREMENT TRUST

401k

Assets$3.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DNX MANAGEMENT COMPANY CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DNX MANAGEMENT COMPANY RETIREMENT TRUST401k$3.5M142024
002DNX MANAGEMENT COMPANY CASH BALANCE PLANCashBalance$2.9M122024
Retirement plans
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