Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.7M assets / 25 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TAOUFIK A. SADAT PENSION PLAN | Cash balance | $2.1M | 8 | 2024 |
| #002 | TAOUFIK A. SADAT PROFIT SHARING PLAN | 401(k) | $581K | 17 | 2024 |