Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Sugartown Business Advisors LLC
EIN 39-4265304ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
11
752 PROVIDENCE ROAD - MALVERN, PA 19355484-881-2729
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 11 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#002
PROVIDENCE ONE DEVELOPMENT LLC CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUGARTOWN BUSINESS ADVISORS LLC 401(K) PLAN
401(k)
Assets$595K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROVIDENCE ONE DEVELOPMENT LLC CASH BALANCE PLAN | Cash balance | $1.1M | 7 | 2025 | |
| 001 | SUGARTOWN BUSINESS ADVISORS LLC 401(K) PLAN | 401(k) | $595K | 4 | 2025 |
Retirement plans