Disciplined Investors, LLC (EIN 74-2889405) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.8M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Disciplined Investors 401(k) Profit Sharing Plan | 001 | 7 | $2.3M |
| Disciplined Investors, LLC Cash Balance Plan | 002 | 7 | $1.5M |
74-2889405 is the Employer Identification Number (EIN) Disciplined Investors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
