Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
SL SACHS FINANCIAL SERVICES LTD.
EIN 20-5566440Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
3115 N WINDSOR DRIVE - ARLINGTON HEIGHTS, IL 60004847-749-3546
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 4 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
SL SACHS FINANCIAL SERVICES LTD. RETIREMENT PLAN
401k
Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$244K
Participants2
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 | SL SACHS FINANCIAL SERVICES LTD. RETIREMENT PLAN | 401k | $1.6M | 2 | 2025 | |
| 002 | SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $244K | 2 | 2025 |
Retirement plans