Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SARAH SZE STUDIO, INC.
EIN 13-4172712veterinaryLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 15 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#002
SARAH SZE STUDIO, INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SARAH SZE STUDIO, INC. RETIREMENT SAVINGS PLAN
401k
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SARAH SZE STUDIO, INC. CASH BALANCE PLAN | CashBalance | $2.0M | 8 | 2025 | |
| 001 | SARAH SZE STUDIO, INC. RETIREMENT SAVINGS PLAN | 401k | $1.1M | 7 | 2025 |
Retirement plans