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Sponsor portfolio

SHARON G. KAPLOVE

EIN 06-1506066-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$338K assets
Welfare
0
Participants
4
2777 SUMMER ST, SUITE 704 - STAMFORD, CT 06905203-979-4589
Plans on this EIN
2 filings
#001CashBalance-$214K - 2 part#002401k-$124K - 2 part

Retirement portfolio analytics

2 plans aggregated / $338K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#001)63%
  • G. KAPLOVE 401(K) (#002)37%
Total $338KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • G. KAPLOVE 401(K) (#002)2
Total 4Click 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#001

SHARON G. KAPLOVE CASH BALANCE PLAN

CashBalance

Assets$214K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHARON G. KAPLOVE 401(K) PLAN

401k

Assets$124K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHARON G. KAPLOVE CASH BALANCE PLANCashBalance$214K22025
002SHARON G. KAPLOVE 401(K) PLAN401k$124K22025
Retirement plans
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