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Sponsor portfolio

SOPHUS REAL ESTATE HOLDINGS LLC

EIN 81-3771560-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$740K assets
Welfare
0
Participants
12
9640 WINDROSE CIR - CHATTANOOGA, TN 37421423-322-8806
Plans on this EIN
2 filings
#002CashBalance-$698K - 5 part#001401k-$43K - 7 part

Retirement portfolio analytics

2 plans aggregated / $740K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • CASH BALANCE PENSION (#002)94%
  • HOLDINGS, LLC 401(K) (#001)6%
Total $740KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, LLC 401(K) (#001)7
  • CASH BALANCE PENSION (#002)5
Total 12Click 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#002

SOPHUS REAL ESTATE HOLDINGS CASH BALANCE PENSION PLAN

CashBalance

Assets$698K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOPHUS REAL ESTATE HOLDINGS, LLC 401(K) PLAN

401k

Assets$43K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOPHUS REAL ESTATE HOLDINGS CASH BALANCE PENSION PLANCashBalance$698K52025
001SOPHUS REAL ESTATE HOLDINGS, LLC 401(K) PLAN401k$43K72024
Retirement plans
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