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Sponsor portfolio

TD HOLDINGS LLC

EIN 90-0004206-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
18
15 LAKE BELLEVUE DR STE 102 - BELLEVUE, WA 980052485425-869-2020
Plans on this EIN
2 filings
#001401k-$1.0M - 12 part#002CashBalance-$255K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN & TRUST (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)12
  • CASH BALANCE PLAN (#002)6
Total 18Click 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

TD HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAYLOR DEVELOPMENT CASH BALANCE PLAN

CashBalance

Assets$255K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TD HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.0M122025
002TAYLOR DEVELOPMENT CASH BALANCE PLANCashBalance$255K62024
Retirement plans
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