Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHERWOOD DESIGN ENGINEERS, LTD.
EIN 20-1602119civil engineeringLatest filing 2024
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
264
2548 MISSION STREET - SAN FRANCISCO, CA 94110415-677-7300sherwoodengineers.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.3M assets / 264 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
76%top
- INSPERITY RETIREMENT SERVICES76%
- (Not disclosed)24%
Participants 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
SHERWOOD DESIGN ENGINEERS 401(K) PROFIT SHARING PLAN
401k
Assets$8.6M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHERWOOD DESIGN ENGINEERS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.7M
Participants99
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 | SHERWOOD DESIGN ENGINEERS 401(K) PROFIT SHARING PLAN | 401k | $8.6M | 165 | 2024 | |
| 002 | SHERWOOD DESIGN ENGINEERS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.7M | 99 | 2024 |
Retirement plans