Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
SUPPLIER EXPENSE STRATEGIES LLC
EIN 45-4265808legal servicesLatest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 6 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
SUPPLIER EXPENSE STRATEGIES, LLC PROFIT SHARING PLAN
401k
Assets$5.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN 2
CashBalance
Assets$1.6M
Participants3
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 | SUPPLIER EXPENSE STRATEGIES, LLC PROFIT SHARING PLAN | 401k | $5.9M | 3 | 2024 | |
| 003 | SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN 2 | CashBalance | $1.6M | 3 | 2024 |
Retirement plans