Assets by plan
Share of aggregate retirement assets
Filings through .
Sugarman & Susskind, P.A.
EIN 59-2539792legal servicesLatest filing 2025
Plans
3
Retirement
2
$1.3M assets
Health & Benefits
1
Participants
14
100 MIRACLE MILE, SUITE 300 - CORAL GABLES, FL 33134305-529-2801sugarmansusskind.comLinkedIn1-10 employeeslegal services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 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#002
SUGARMAN & SUSSKIND, P.A. 401K PLAN
401(k)
Assets$1.3M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SUGARMAN & SUSSKIND PA 401(K) PLAN
401(k)
Assets$4K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
SUGARMAN & SUSSKIND, P.A. 401K PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SUGARMAN & SUSSKIND, P.A. 401K PLAN | 401(k) | $1.3M | 6 | 2025 |
| #003 | SUGARMAN & SUSSKIND PA 401(K) PLAN | 401(k) | $4K | 2 | 2025 |
- #002 · 401(k) · 20256
- #003 · 401(k) · 20252
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | SUGARMAN & SUSSKIND, P.A. 401K PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans