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Sponsor portfolio

SEARCHONE, LLC

EIN 13-3990153-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
30
561 7TH AVENUE, 18TH FLOOR - NEW YORK, NY 10018212-286-2400
Plans on this EIN
2 filings
#001401k-$3.6M - 16 part#002CashBalance-$1.8M - 14 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)16
  • CASH BALANCE PLAN (#002)14
Total 30Click 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

SEARCHONE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$3.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SEARCHONE, LLC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SEARCHONE, LLC 401(K) PROFIT SHARING PLAN401k$3.6M162024
002SEARCHONE, LLC CASH BALANCE PLANCashBalance$1.8M142024
Retirement plans
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