Sponsor portfolio
SHADE TREE ADVISORS LLC
EIN 82-2341785financial servicesLatest filing 2025
Plans
1
Retirement
1
$5.7M assets
Welfare
0
Participants
78
19 RAILROAD PL STE 301 - SARATOGA SPRINGS, NY 128662386914-391-8234shadetreeadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.7M | 78 | 2025 |
Retirement plans