Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
SFM Clinical Research, LLC
EIN 82-2152162Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$363K assets
Welfare
0
Participants
18
1601 CLINT MOORE ROAD, SUITE 120 - BOCA RATON, FL 33487786-536-1865
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $363K assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SFM CLINICAL RESEARCH, LLC CASH BALANCE PLAN
Cash balance
Assets$343K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SFM CLINICAL RESEARCH, LLC PROFIT SHARING PLAN
Profit-sharing
Assets$19K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SFM CLINICAL RESEARCH, LLC CASH BALANCE PLAN | Cash balance | $343K | 9 | 2025 | |
| 001 | SFM CLINICAL RESEARCH, LLC PROFIT SHARING PLAN | Profit-sharing | $19K | 9 | 2025 |
Retirement plans