Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SHIELD OF DAVID, INC.
EIN 13-1740041individual & family servicesLatest filing 2025
Plans
3
Retirement
3
$8.2M assets
Welfare
0
Participants
421
144-61 ROOSEVELT AVENUE - FLUSHING, NY 113546252718-269-2023LinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.2M assets / 421 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
RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE
TraditionalDB
Assets$4.1M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE SHIELD INSTITUTE PENSION PLAN FOR MEMBERS OF THE DISTRICT COUNCIL 1707 BARGAINING UNIT
ProfitSharing
Assets$2.1M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE
ProfitSharing
Assets$2.0M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE | TraditionalDB | $4.1M | 92 | 2025 | |
| 004 | THE SHIELD INSTITUTE PENSION PLAN FOR MEMBERS OF THE DISTRICT COUNCIL 1707 BARGAINING UNIT | ProfitSharing | $2.1M | 241 | 2025 | |
| 003 | PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE | ProfitSharing | $2.0M | 88 | 2025 |
Retirement plans