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Sponsor portfolio

MIKE & SHARDA LLC

EIN 26-1439134-real estate-Latest filing 2024
Plans
2
Retirement
2
$700K assets
Welfare
0
Participants
13
2025 E. WALKER LANE - HOLLADAY, UT 84117435-789-7615LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002TraditionalDB-$590K - 7 part#001401k-$110K - 6 part

Retirement portfolio analytics

2 plans aggregated / $700K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PLAN AND TRUST (#002)84%
  • PLAN AND TRUST (#001)16%
Total $700KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)7
  • PLAN AND TRUST (#001)6
Total 13Click 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#002

MIKE & SHARDA LLC DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$590K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MIKE & SHARDA LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$110K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MIKE & SHARDA LLC DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$590K72024
001MIKE & SHARDA LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$110K62024
Retirement plans
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