Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID S. DE LUZ, SR., ENTERPRISES, INC.
EIN 99-0210217retailLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 111 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
DAVID S. DE LUZ, SR., ENTERPRISES, INC. HILO 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$1.7M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DAVID S. DE. LUZ, SR., ENTERPRISES, INC. KONA 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$904K
Participants37
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 | DAVID S. DE LUZ, SR., ENTERPRISES, INC. HILO 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.7M | 74 | 2024 | |
| 003 | DAVID S. DE. LUZ, SR., ENTERPRISES, INC. KONA 401(K) RETIREMENT SAVINGS PLAN | 401k | $904K | 37 | 2024 |
Retirement plans