Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SHARMAN COMPANY, LLC
EIN 26-2581387Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
28
2403 WEST LONE CACTUS DRIVE, SUITE 147 - PHOENIX, AZ 85027623-582-9010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 28 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#002
THE SHARMAN COMPANY, LLC CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE SHARMAN COMPANY, LLC 401(K) PLAN
401k
Assets$1.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE SHARMAN COMPANY, LLC CASH BALANCE PLAN | CashBalance | $1.9M | 16 | 2024 | |
| 001 | THE SHARMAN COMPANY, LLC 401(K) PLAN | 401k | $1.0M | 12 | 2024 |
Retirement plans