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  2. RENEE SACKS ASSOCIATES INC
Sponsor portfolio

RENEE SACKS ASSOCIATES INC

EIN 13-3342752-Information-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
500 HAMPTON AVENUE - BROOKLYN, NY 11235917-806-0711
Plans on this EIN
2 filings
#002CashBalance-$951K - 3 part#001401k-$606K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PENSION (#002)61%
  • PLAN & TRUST (#001)39%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • CASH BALANCE PENSION (#002)3
Total 14Click 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#002

RENEE SACKS ASSOCIATES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$951K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

RENEE SACKS ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$606K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RENEE SACKS ASSOCIATES, INC. CASH BALANCE PENSION PLANCashBalance$951K32024
001RENEE SACKS ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST401k$606K112024
Retirement plans
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