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  2. SYREGELAS & KASMARICK, LLC
Sponsor portfolio

SYREGELAS & KASMARICK, LLC

EIN 81-4829305-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
12
312 NORTH MAY STREET, STE 104 - CHICAGO, IL 60607312-243-0900syregelaslaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001CashBalance-$790K - 4 part#002401k-$526K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#001)60%
  • 401(K)/PROFIT SHARING PLAN (#002)40%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K)/PROFIT SHARING PLAN (#002)8
  • CASH BALANCE PLAN (#001)4
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#001

SYREGELAS & KASMARICK, LLC CASH BALANCE PLAN

CashBalance

Assets$790K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SYREGELAS & KASMARICK, LLC 401(K)/PROFIT SHARING PLAN

401k

Assets$526K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SYREGELAS & KASMARICK, LLC CASH BALANCE PLANCashBalance$790K42024
002SYREGELAS & KASMARICK, LLC 401(K)/PROFIT SHARING PLAN401k$526K82024
Retirement plans
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