Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMSION STEELE & CRANDALL PLLC
EIN 47-1165129Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$984K assets
Welfare
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 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
SUMSION STEELE & CRANDALL PLLC CASH BALANCE PLAN
CashBalance
Assets$783K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUMSION STEELE & CRANDALL PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$201K
Participants2
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 | SUMSION STEELE & CRANDALL PLLC CASH BALANCE PLAN | CashBalance | $783K | 2 | 2025 | |
| 002 | SUMSION STEELE & CRANDALL PLLC 401(K) PROFIT SHARING PLAN | 401k | $201K | 2 | 2025 |
Retirement plans