PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUGRJAC LLC
Sponsor portfolio

SUGRJAC LLC

EIN 82-0980061-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
4
315 KAINOE STREET - LAHAINA, HI 96761304-668-2009
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 2 part#001401k-$411K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#002)82%
  • SUSAN JACKSON 401(K) (#001)18%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • SUSAN JACKSON 401(K) (#001)2
Total 4Click 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

SUSAN JACKSON CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUSAN JACKSON 401(K) PLAN

401k

Assets$411K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUSAN JACKSON CASH BALANCE PLANCashBalance$1.9M22024
001SUSAN JACKSON 401(K) PLAN401k$411K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica