Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFF SUSSMAN MANAGEMENT, INC.
EIN 13-4013071Arts, Entertainment, and RecreationLatest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
7
255 W. 108TH STREET #12D - NEW YORK, NY 10025212-633-0004jeffsussmanmanagement.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFF SUSSMAN MANAGEMENT, INC. PENSION PLAN
TraditionalDB
Assets$5.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFF SUSSMAN MANAGEMENT, INC., 401(K) SAVINGS PLAN
401k
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFF SUSSMAN MANAGEMENT, INC. PENSION PLAN | TraditionalDB | $5.0M | 3 | 2024 | |
| 002 | JEFF SUSSMAN MANAGEMENT, INC., 401(K) SAVINGS PLAN | 401k | $2.3M | 4 | 2024 |
Retirement plans