Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
SHOPE RENO WHARTON LLC
EIN 06-1036635architecture & planningLatest filing 2025
Plans
2
Retirement
2
$16.6M assets
Welfare
0
Participants
47
18 MARSHALL STREET - SO. NORWALK, CT 068542237203-852-7250shoperenowharton.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.6M assets / 47 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
SHOPE RENO WHARTON ASSOC. 401K PLAN
401k
Assets$11.9M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SHOPE RENO WHARTON ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$4.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHOPE RENO WHARTON ASSOC. 401K PLAN | 401k | $11.9M | 29 | 2025 | |
| 002 | SHOPE RENO WHARTON ASSOCIATES CASH BALANCE PLAN | CashBalance | $4.8M | 18 | 2025 |
Retirement plans