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Sponsor portfolio

ROBERT S. HOWLEY COMPANY

EIN 34-1058947-utilities-Latest filing 2025
Plans
3
Retirement
3
$5.2M assets
Welfare
0
Participants
24
4800 INDIANOLA AVENUE - COLUMBUS, OH 43214614-488-5522howleyco.comLinkedIn1-10 employeesutilities
Plans on this EIN
3 filings
#002401k-$2.9M - 8 part#003CashBalance-$1.4M - 8 part#004ProfitSharing-$912K - 8 part

Retirement portfolio analytics

3 plans aggregated / $5.2M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • HOWLEY COMPANY 401(K) (#002)55%
  • PLAN AND TRUST (#003)27%
  • PLAN AND TRUST (#004)18%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOWLEY COMPANY 401(K) (#002)8
  • PLAN AND TRUST (#003)8
  • PLAN AND TRUST (#004)8
Total 24Click 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

ROBERT S. HOWLEY COMPANY 401(K) PLAN

401k

Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ROBERT S. HOWLEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ROBERT S. HOWLEY CO., INC. PROFIT-SHARING PLAN AND TRUST

ProfitSharing

Assets$912K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002ROBERT S. HOWLEY COMPANY 401(K) PLAN401k$2.9M82025
003ROBERT S. HOWLEY CO., INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.4M82024
004ROBERT S. HOWLEY CO., INC. PROFIT-SHARING PLAN AND TRUSTProfitSharing$912K82024
Retirement plans
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