Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
JEREMY SLOAN, ATTORNEY AT LAW, PLLC
EIN 45-4883053Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$658K assets
Welfare
0
Participants
11
2161 NW MILITARY HWY, STE 114 - SAN ANTONIO, TX 78213210-343-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $658K 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
SLOAN PLLC CASH BALANCE PLAN
CashBalance
Assets$443K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SLOAN PLLC 401(K) PLAN
401k
Assets$215K
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 | |
|---|---|---|---|---|---|---|
| 002 | SLOAN PLLC CASH BALANCE PLAN | CashBalance | $443K | 4 | 2025 | |
| 001 | SLOAN PLLC 401(K) PLAN | 401k | $215K | 7 | 2025 |
Retirement plans