Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
THE SHUSTER GROUP, LLC
EIN 20-3633840management consultingLatest filing 2024
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
25
2213 MENDON ROAD - WOONSOCKET, RI 02895401-475-1177shustergrp.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 25 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
THE SHUSTER GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$4.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE SHUSTER GROUP, LLC 401(K) PLAN
401k
Assets$4.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE SHUSTER GROUP, LLC CASH BALANCE PLAN | CashBalance | $4.6M | 13 | 2024 | |
| 001 | THE SHUSTER GROUP, LLC 401(K) PLAN | 401k | $4.2M | 12 | 2024 |
Retirement plans