PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADAMS BROTHERS
Sponsor portfolio

ADAMS BROTHERS

EIN 31-1026813-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
11
8401 AXE HANDLE RD - MILFORD CENTER, OH 43045937-717-4519
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 6 part#001401k-$44K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • CASH BALANCE PENSION (#002)98%
  • PROFIT SHARING PLAN (#001)2%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)6
  • PROFIT SHARING PLAN (#001)5
Total 11Click 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

ADAMS BROTHERS CASH BALANCE PENSION PLAN

CashBalance

Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADAMS BROTHERS 401(K) PROFIT SHARING PLAN

401k

Assets$44K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADAMS BROTHERS CASH BALANCE PENSION PLANCashBalance$1.7M62025
001ADAMS BROTHERS 401(K) PROFIT SHARING PLAN401k$44K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica