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  2. SUDSINA & ASSOCIATES, LLC
Sponsor portfolio

SUDSINA & ASSOCIATES, LLC

EIN 27-0345760-facilities services-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
8
P.O. BOX 130 - GYPSUM, OH 43433216-215-7753sudsina.comLinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$1.3M - 5 part#002CashBalance-$1.0M - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND TRUST (#001)56%
  • PLAN AND TRUST (#002)44%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • PLAN AND TRUST (#002)3
Total 8Click 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

SUDSINA & ASSOCIATES, LLC AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

401k

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUDSINA & ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUDSINA & ASSOCIATES, LLC AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST401k$1.3M52024
002SUDSINA & ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.0M32024
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