Assets by plan
Share of aggregate retirement assets
Filings through .
Sumsion Steele & Crandall PLLC
EIN 47-1165129Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$984K assets
Health & Benefits
0
Participants
4
2150 S 1300 EAST, SUITE 300 - SALT LAKE CITY, UT 84106801-599-4114sumsionsteele.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $984K assets / 4 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUMSION STEELE & CRANDALL PLLC CASH BALANCE PLAN
Cash balance
Assets$783K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SUMSION STEELE & CRANDALL PLLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$201K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMSION STEELE & CRANDALL PLLC CASH BALANCE PLAN | Cash balance | $783K | 2 | 2025 |
| #002 | SUMSION STEELE & CRANDALL PLLC 401(K) PROFIT SHARING PLAN | 401(k) | $201K | 2 | 2025 |
- #001 · Cash balance · 20252
- #002 · 401(k) · 20252
Retirement plans