Assets by plan
Share of aggregate retirement assets
- SHAFFER & CO. (#001)$21.4M
Filings through .
I.E Shaffer & Co.
EIN 22-1750854Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$29.3M assets
Health & Benefits
0
Participants
163
PO BOX 1028, 830 BEAR TAVERN ROAD - WEST TRENTON, NJ 086280230609-883-6688
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.3M assets / 163 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PROFIT SHARING & SAVINGS PLAN - I. E. SHAFFER & CO.
401(k)
Assets$21.4M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
I.E. SHAFFER & CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.9M
Participants76
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PROFIT SHARING & SAVINGS PLAN - I. E. SHAFFER & CO. | 401(k) | $21.4M | 87 | 2025 |
| #002 | I.E. SHAFFER & CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.9M | 76 | 2025 |
- #001 · 401(k) · 202587
- #002 · ESOP · 202576
Retirement plans