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Sponsor portfolio

TDA, INC.

EIN 94-2799130-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$15.5M assets
Welfare
0
Participants
46
2025 PIONEER COURT - SAN MATEO, CA 94403650-343-6333
Plans on this EIN
2 filings
#002ProfitSharing-$9.2M - 22 part#001TraditionalDB-$6.2M - 24 part

Retirement portfolio analytics

2 plans aggregated / $15.5M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#002)60%
  • DEFINED BENEFIT PENSION (#001)40%
Total $15.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)24
  • PROFIT SHARING PLAN (#002)22
Total 46Click 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#002

TDA PROFIT SHARING PLAN

ProfitSharing

Assets$9.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TDA DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$6.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TDA PROFIT SHARING PLANProfitSharing$9.2M222025
001TDA DEFINED BENEFIT PENSION PLANTraditionalDB$6.2M242025
Retirement plans
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