Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUTHERLAND TITLE COMPANY
EIN 87-0473551insuranceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
37
920 EAST WOOD OAK LANE - SALT LAKE CITY, UT 84117801-266-4466sutherlandtitle.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 37 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#001
SUTHERLAND TITLE COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUTHERLAND TITLE COMPANY CASH BALANCE PLAN
CashBalance
Assets$704K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUTHERLAND TITLE COMPANY 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 20 | 2024 | |
| 002 | SUTHERLAND TITLE COMPANY CASH BALANCE PLAN | CashBalance | $704K | 17 | 2024 |
Retirement plans