Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
SUTKER MORAN
EIN 46-2230454management consultingLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
40
228 N. PROSPECT AVE. - PARK RIDGE, IL 60068312-646-0765sutkermoran.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 40 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
SUTKER MORAN PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUTKER MORAN CASH BALANCE PLAN AND TRUST
CashBalance
Assets$2.7M
Participants19
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 | SUTKER MORAN PROFIT SHARING PLAN AND TRUST | ProfitSharing | $2.8M | 21 | 2025 | |
| 002 | SUTKER MORAN CASH BALANCE PLAN AND TRUST | CashBalance | $2.7M | 19 | 2025 |
Retirement plans