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Sponsor portfolio

SUGARMAN LAW, LLC

EIN 27-2438982-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
4
80 EAST MAIN ST. - SOMERVILLE, NJ 08876732-877-1975
Plans on this EIN
2 filings
#002CashBalance-$974K - 2 part#001401k-$435K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click 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#002

SUGARMAN LAW CASH BALANCE PLAN

CashBalance

Assets$974K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUGARMAN LAW 401(K) PROFIT SHARING PLAN

401k

Assets$435K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUGARMAN LAW CASH BALANCE PLANCashBalance$974K22025
001SUGARMAN LAW 401(K) PROFIT SHARING PLAN401k$435K22024
Retirement plans
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