Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
SANDY COVE ADVISORS LLC
EIN 27-1293149financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
16
37 DERBY ST STE 5 - HINGHAM, MA 020433738617-622-1506sandycoveadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 16 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#001
SANDY COVE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANDY COVE ADVISORS LLC CASH BALANCE PLAN
CashBalance
Assets$923K
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 | |
|---|---|---|---|---|---|---|
| 001 | SANDY COVE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.1M | 7 | 2025 | |
| 002 | SANDY COVE ADVISORS LLC CASH BALANCE PLAN | CashBalance | $923K | 9 | 2024 |
Retirement plans