Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
DLV&J LLP
EIN 87-1791556accountingLatest filing 2025
Plans
2
Retirement
2
$970K assets
Welfare
0
Participants
35
1000 BRICKELL AVENUE, SUITE 620 - MIAMI, FL 33131305-534-0850dlvjadvisors.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $970K assets / 35 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
DLV&J LLP 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$697K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DLV&J LLP CASH BALANCE PLAN
CashBalance
Assets$273K
Participants14
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 | DLV&J LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $697K | 21 | 2025 | |
| 002 | DLV&J LLP CASH BALANCE PLAN | CashBalance | $273K | 14 | 2024 |
Retirement plans