Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE TERRI & SANDY SOLUTION , LLC
EIN 27-1803918marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
107
33 E 33RD ST, SUITE 807 - NEW YORK, NY 10016212-227-1027terrisandysolution.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 107 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
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN
TraditionalDB
Assets$7.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TERRI & SANDY SOLUTION PROFIT SHARING PLAN
401k
Assets$4.0M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN | TraditionalDB | $7.4M | 20 | 2024 | |
| 002 | TERRI & SANDY SOLUTION PROFIT SHARING PLAN | 401k | $4.0M | 87 | 2024 |
Retirement plans