Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANDALWOOD SECURITIES, INC.
EIN 22-3044848financial servicesLatest filing 2025
Plans
2
Retirement
2
$21.1M assets
Welfare
0
Participants
24
105 EISENHOWER PARKWAY - 2ND FLOOR - ROSELAND, NJ 07068973-228-5466sandalwoodsecurities.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.1M assets / 24 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
MARTIN J. GROSS PROFIT SHARING PLAN
401k
Assets$19.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARTIN J. GROSS CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants10
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 | MARTIN J. GROSS PROFIT SHARING PLAN | 401k | $19.9M | 14 | 2025 | |
| 002 | MARTIN J. GROSS CASH BALANCE PLAN | CashBalance | $1.2M | 10 | 2025 |
Retirement plans