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Sponsor portfolio

SPECIALTY AUDIT SERVICES, LLC

EIN 20-1405306-accounting-Latest filing 2025
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
90
724 MONTGOMERY AVENUE - NARBERTH, PA 19072610-617-0452sasaudit.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$9.0M - 43 part#003CashBalance-$3.1M - 47 part

Retirement portfolio analytics

2 plans aggregated / $12.1M assets / 90 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN AND TRUST (#001)74%
  • CASH BALANCE PLAN (#003)26%
Total $12.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)47
  • PLAN AND TRUST (#001)43
Total 90Click 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

SAS 401(K) PLAN AND TRUST

401k

Assets$9.0M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

SAS CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAS 401(K) PLAN AND TRUST401k$9.0M432025
003SAS CASH BALANCE PLANCashBalance$3.1M472025
Retirement plans
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