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Sponsor portfolio

SINCERE SERVICES, LLC

EIN 20-4678452-Information-Latest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
57
50 SPEEN STREET SUITE 202 - FRAMINGHAM, MA 01701508-589-4486
Plans on this EIN
2 filings
#001401k-$2.9M - 31 part#002CashBalance-$1.2M - 26 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • SERVICES, LLC 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LLC 401(K) (#001)31
  • CASH BALANCE PLAN (#002)26
Total 57Click 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

SINCERE SERVICES, LLC 401(K) PLAN

401k

Assets$2.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SINCERE SERVICES, LLC CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SINCERE SERVICES, LLC 401(K) PLAN401k$2.9M312024
002SINCERE SERVICES, LLC CASH BALANCE PLANCashBalance$1.2M262024
Retirement plans
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