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  2. SAMUEL & SONS PASSEMENTERIE, INC.
Sponsor portfolio

SAMUEL & SONS PASSEMENTERIE, INC.

EIN 27-3908369-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
161
983 THIRD AVENUE - NEW YORK, NY 10022212-704-8000
Plans on this EIN
2 filings
#002CashBalance-$4.0M - 112 part#001401k-$1.1M - 49 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 161 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • SONS RETIREMENT PLAN (#002)79%
  • PROFIT SHARING PLAN (#001)21%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SONS RETIREMENT PLAN (#002)112
  • PROFIT SHARING PLAN (#001)49
Total 161Click 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

SAMUEL & SONS RETIREMENT PLAN

CashBalance

Assets$4.0M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SAMUEL & SONS 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAMUEL & SONS RETIREMENT PLANCashBalance$4.0M1122024
001SAMUEL & SONS 401(K) PROFIT SHARING PLAN401k$1.1M492024
Retirement plans
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