Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
B.H. TRACY & SONS, INC.
EIN 15-0471310Retail TradeLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
14
550 E. GENESEE STREET - FAYETTEVILLE, NY 13066315-637-3174
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 14 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
B.H. TRACY & SONS, INC. PENSION PLAN
MoneyPurchase
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
B.H. TRACY & SONS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.3M
Participants7
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 | B.H. TRACY & SONS, INC. PENSION PLAN | MoneyPurchase | $1.3M | 7 | 2025 | |
| 001 | B.H. TRACY & SONS, INC. PROFIT SHARING PLAN | ProfitSharing | $1.3M | 7 | 2025 |
Retirement plans