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Sponsor portfolio

SARAH BETH REAL ESTATE, INC.

EIN 26-1440175-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
23
2020 DEAN ST - SAINT CHARLES, IL 60174224-828-2662
Plans on this EIN
2 filings
#001401k-$633K - 13 part#002CashBalance-$567K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PLAN (#002)10
Total 23Click 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

SARAH BETH REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$633K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SARAH BETH REAL ESTATE, INC. CASH BALANCE PLAN

CashBalance

Assets$567K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SARAH BETH REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN401k$633K132025
002SARAH BETH REAL ESTATE, INC. CASH BALANCE PLANCashBalance$567K102025
Retirement plans
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