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Sponsor portfolio

SEGAL SAVAD

EIN 13-4141922-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
23
497 GREENWICH STREET - NEW YORK, NY 10013212-645-2786
Plans on this EIN
2 filings
#001401k-$1.3M - 12 part#002CashBalance-$773K - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • SEGAL SAVAD 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SEGAL SAVAD 401(K) (#001)12
  • CASH BALANCE PLAN (#002)11
Total 23Click 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

SEGAL SAVAD 401(K) PLAN

401k

Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SEGAL SAVAD CASH BALANCE PLAN

CashBalance

Assets$773K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SEGAL SAVAD 401(K) PLAN401k$1.3M122025
002SEGAL SAVAD CASH BALANCE PLANCashBalance$773K112025
Retirement plans
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