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  2. CKSARGENT, LLC
Sponsor portfolio

CKSARGENT, LLC

EIN 82-1529761-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
73
35 LOMASNEY WAY, APT 2503 - BOSTON, MA 02114781-320-8127
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 33 part#001401k-$962K - 40 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • (401) K PLAN (#001)46%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (401) K PLAN (#001)40
  • CASH BALANCE PLAN (#002)33
Total 73Click 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

CKSARGENT, LLC CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CKSARGENT, LLC (401) K PLAN

401k

Assets$962K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CKSARGENT, LLC CASH BALANCE PLANCashBalance$1.1M332024
001CKSARGENT, LLC (401) K PLAN401k$962K402024
Retirement plans
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