Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
SUNCOAST UR, INC.
EIN 27-0211844Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 17 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
SUNCOAST UR, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUNCOAST UR, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUNCOAST UR, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 8 | 2025 | |
| 001 | SUNCOAST UR, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.1M | 9 | 2025 |
Retirement plans