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  2. NICHOLAS E. SHEROCK, JR. DO LLC
Sponsor portfolio

NICHOLAS E. SHEROCK, JR. DO LLC

EIN 27-3281911-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
29
100 LILLIAN GISH BLVD SW, SUITE 201 - MASSILLON, OH 44647330-809-0460
Plans on this EIN
2 filings
#002CashBalance-$2.2M - 11 part#001401k-$992K - 18 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • PLAN AND TRUST (#001)31%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)18
  • CASH BALANCE PLAN (#002)11
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NICHOLAS E. SHEROCK, JR. DO LLC CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

NICHOLAS E. SHEROCK, JR. DO LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$992K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NICHOLAS E. SHEROCK, JR. DO LLC CASH BALANCE PLANCashBalance$2.2M112024
001NICHOLAS E. SHEROCK, JR. DO LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$992K182024
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