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Sponsor portfolio

SEAN CRONAN & ASSOCIATES, INC.

EIN 75-2900453-Retail Trade-Latest filing 2025
Plans
3
Retirement
3
$3.2M assets
Welfare
0
Participants
69
1330 MOTOR CIRCLE - DALLAS, TX 75207214-752-3746
Plans on this EIN
3 filings
#001CashBalance-$1.9M - 17 part#002ProfitSharing-$787K - 27 part#003401k-$443K - 25 part

Retirement portfolio analytics

3 plans aggregated / $3.2M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#001)61%
  • PLAN & TRUST (#002)25%
  • ASSOCIATES 401K PLAN (#003)14%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)27
  • ASSOCIATES 401K PLAN (#003)25
  • PLAN AND TRUST (#001)17
Total 69Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SEAN CRONAN & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SEAN CRONAN & ASSOCIATES, INC. PROFIT-SHARING PLAN & TRUST

ProfitSharing

Assets$787K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

SEAN CRONAN & ASSOCIATES 401K PLAN

401k

Assets$443K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SEAN CRONAN & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.9M172024
002SEAN CRONAN & ASSOCIATES, INC. PROFIT-SHARING PLAN & TRUSTProfitSharing$787K272025
003SEAN CRONAN & ASSOCIATES 401K PLAN401k$443K252025
Retirement plans
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