Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVEY'S LOCKER SPORTFISHING INC.
EIN 95-3504504leisure, travel & tourismLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
124
400 MAIN STREET - NEWPORT BEACH, CA 92661949-673-1436daveyslocker.comLinkedIn11-50 employeesleisure, travel & tourism
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 124 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#002
DAVEY'S LOCKER CASH BALANCE PLAN
CashBalance
Assets$3.8M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAVEY'S LOCKER 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVEY'S LOCKER CASH BALANCE PLAN | CashBalance | $3.8M | 68 | 2024 | |
| 001 | DAVEY'S LOCKER 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 56 | 2024 |
Retirement plans