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  2. MILTON SOKOL & CO., INC.
Sponsor portfolio

MILTON SOKOL & CO., INC.

EIN 13-2877584-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
29
127-25 METROPOLITAN AVENUE - KEW GARDENS, NY 11415718-441-2226miltonsokol.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$3.5M - 17 part#002CashBalance-$2.7M - 12 part

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • MILTON SOKOL 401(K) (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MILTON SOKOL 401(K) (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click 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

MILTON SOKOL 401(K) PLAN

401k

Assets$3.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MILTON SOKOL CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MILTON SOKOL 401(K) PLAN401k$3.5M172024
002MILTON SOKOL CASH BALANCE PLANCashBalance$2.7M122024
Retirement plans
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