Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$19.2M
Filings through .
2 plans aggregated / $20.8M assets / 51 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SARNOFF & BACCASH, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $19.2M | 34 | 2025 |
| #002 | SARNOFF & BACCASH, LTD. CASH BALANCE PLAN AND TRUST | Cash balance | $1.6M | 17 | 2025 |