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  2. DAVID L. STRULOWITZ
Sponsor portfolio

DAVID L. STRULOWITZ

EIN 36-4181435-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
5
4709 W. GOLF ROAD, SUITE 1120 - SKOKIE, IL 60076847-779-0687
Plans on this EIN
2 filings
#001CashBalance-$1.5M - 2 part#002401k-$324K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • L. STRULOWITZ PENSION (#001)82%
  • L. STRULOWITZ 401(K) (#002)18%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • L. STRULOWITZ 401(K) (#002)3
  • L. STRULOWITZ PENSION (#001)2
Total 5Click 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#001

DAVID L. STRULOWITZ PENSION PLAN

CashBalance

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID L. STRULOWITZ 401(K) PLAN

401k

Assets$324K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID L. STRULOWITZ PENSION PLANCashBalance$1.5M22024
002DAVID L. STRULOWITZ 401(K) PLAN401k$324K32024
Retirement plans
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