Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHUSTAK REYNOLDS & PARTNERS, P.C.
EIN 13-3651163law practiceLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 29 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
SHUSTAK REYNOLDS & PARTNERS, P.C. 401(K) PLAN
401k
Assets$2.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants11
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 | SHUSTAK REYNOLDS & PARTNERS, P.C. 401(K) PLAN | 401k | $2.6M | 18 | 2025 | |
| 002 | SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN | CashBalance | $2.6M | 11 | 2025 |
Retirement plans