Assets by plan
Share of aggregate retirement assets
Filings through .
Done by Dorfman, LLC
EIN 93-3226346consumer servicesLatest filing 2025
Plans
2
Retirement
2
$273K assets
Health & Benefits
0
Participants
6
9454 WILSHIRE BLVD, STE 300 - BEVERLY HILLS, CA 90212312-420-2575LinkedIn1-10 employeesconsumer services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $273K assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
DONE BY DORFMAN, LLC CASH BALANCE PLAN
Cash balance
Assets$178K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
DONE BY DORFMAN, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$95K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | DONE BY DORFMAN, LLC CASH BALANCE PLAN | Cash balance | $178K | 1 | 2025 |
| #001 | DONE BY DORFMAN, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $95K | 5 | 2025 |
- #002 · Cash balance · 20251
- #001 · 401(k) · 20255
Retirement plans