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Sponsor portfolio

AGENCY SACKS INCORPORATED

EIN 13-2506988-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
25
345 SEVENTH AVENUE, 19TH FL - NEW YORK, NY 10001212-225-9301
Plans on this EIN
2 filings
#001401k-$4.7M - 20 part#002CashBalance-$726K - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • SACKS INCORPORATED 401(K) (#001)87%
  • CASH BALANCE PLAN (#002)13%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SACKS INCORPORATED 401(K) (#001)20
  • CASH BALANCE PLAN (#002)5
Total 25Click 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

AGENCY SACKS INCORPORATED 401(K) PLAN

401k

Assets$4.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

AGENCY SACKS INCORPORATED CASH BALANCE PLAN

CashBalance

Assets$726K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AGENCY SACKS INCORPORATED 401(K) PLAN401k$4.7M202024
002AGENCY SACKS INCORPORATED CASH BALANCE PLANCashBalance$726K52025
Retirement plans
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