Assets by plan
Share of aggregate retirement assets
- CO LPA 401K (#004)$29.9M
Filings through .
2 plans aggregated / $31.4M assets / 122 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | NURENBERG, PARIS, HELLER & MCCARTHY CO LPA 401K | 401(k) | $29.9M | 75 | 2025 |
| #006 | NURENBERG, PARIS, HELLER & MCCARTHY CO., L.P.A. CASH BALANCE PENSION PLAN | Cash balance | $1.5M | 47 | 2025 |