Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN J. STRULOWITZ, INC.
EIN 42-1235737Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
14
4990 SE TOWER DR - STUART, FL 34997563-359-3991
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 14 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#001
STEVEN J. STRULOWITZ, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$2.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN J. STRULOWITZ, INC. PENSION PLAN
MoneyPurchase
Assets$725K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEVEN J. STRULOWITZ, INC. PROFIT SHARING PLAN | ProfitSharing | $2.7M | 7 | 2024 | |
| 002 | STEVEN J. STRULOWITZ, INC. PENSION PLAN | MoneyPurchase | $725K | 7 | 2024 |
Retirement plans