Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEE SEWARD PLUMBING & HEATING, INC.
EIN 06-1176145individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$263K assets
Welfare
0
Participants
8
5 OLD TOWN PARK ROAD, BB-17 UNIT 66 - NEW MILFORD, CT 06776860-350-4400leesewardplumbing.comLinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $263K assets / 8 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
LEE SEWARD PLUMBING & HEATING, INC. CASH BALANCE PLAN
CashBalance
Assets$211K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LEE SEWARD PLUMBING & HEATING, INC. 401(K) PLAN
401k
Assets$52K
Participants4
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 | LEE SEWARD PLUMBING & HEATING, INC. CASH BALANCE PLAN | CashBalance | $211K | 4 | 2025 | |
| 001 | LEE SEWARD PLUMBING & HEATING, INC. 401(K) PLAN | 401k | $52K | 4 | 2025 |
Retirement plans