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Sponsor portfolio

SADIS & GOLDBERG LLP

EIN 13-3952891-law practice-Latest filing 2024
Plans
4
Retirement
4
$25.5M assets
Welfare
0
Participants
122
551 5TH AVE FL 21 - NEW YORK, NY 10176212-947-3793sglawyers.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$21.0M - 43 part#002CashBalance-$3.8M - 25 part#003ProfitSharing-$617K - 27 part#004ProfitSharing-$122K - 27 part

Retirement portfolio analytics

4 plans aggregated / $25.5M assets / 122 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PARTNERS RETIREMENT PLAN (#001)82%
  • CASH BALANCE PLAN (#002)15%
  • PROFIT SHARING PLAN (#003)2%
  • SHARING PLAN II (#004)0%
Total $25.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS RETIREMENT PLAN (#001)43
  • PROFIT SHARING PLAN (#003)27
  • SHARING PLAN II (#004)27
  • CASH BALANCE PLAN (#002)25
Total 122Click 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

SAGE PARTNERS RETIREMENT PLAN

401k

Assets$21.0M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAGE PARTNERS CASH BALANCE PLAN

CashBalance

Assets$3.8M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SAGE PARTNERS PROFIT SHARING PLAN

ProfitSharing

Assets$617K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SAGE PARTNERS PROFIT SHARING PLAN II

ProfitSharing

Assets$122K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001SAGE PARTNERS RETIREMENT PLAN401k$21.0M432024
002SAGE PARTNERS CASH BALANCE PLANCashBalance$3.8M252024
003SAGE PARTNERS PROFIT SHARING PLANProfitSharing$617K272024
004SAGE PARTNERS PROFIT SHARING PLAN IIProfitSharing$122K272024
Retirement plans
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