Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TEAM DUSWALT, INC
EIN 95-4652847Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
21
2625 TOWNSGATE RD, SUITE 330 - WESTLAKE VILLAGE, CA 91361661-904-7274
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 21 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#003
TEAM DUSWALT INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TEAM DUSWALT, INC. PROFIT SHARING PLAN
401k
Assets$778K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TEAM DUSWALT INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 9 | 2024 | |
| 002 | TEAM DUSWALT, INC. PROFIT SHARING PLAN | 401k | $778K | 12 | 2025 |
Retirement plans