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Sponsor portfolio

SJOGREN HOLDINGS, INC

EIN 83-2913474-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
24
175 TRACY SR, SUITE A102 - ATHENS, GA 30601508-864-4951
Plans on this EIN
2 filings
#001401k-$991K - 12 part#002TraditionalDB-$692K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • SJOGREN HOLDINGS 401(K) (#001)59%
  • DEFINED BENEFIT PLAN (#002)41%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SJOGREN HOLDINGS 401(K) (#001)12
  • DEFINED BENEFIT PLAN (#002)12
Total 24Click 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

SJOGREN HOLDINGS 401(K) PLAN

401k

Assets$991K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SJOGREN DEFINED BENEFIT PLAN

TraditionalDB

Assets$692K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SJOGREN HOLDINGS 401(K) PLAN401k$991K122025
002SJOGREN DEFINED BENEFIT PLANTraditionalDB$692K122025
Retirement plans
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