Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHERMERHORN BROS. CO.
EIN 36-1735000wholesaleLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
34
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHERMERHORN BROS. EMPLOYEES SAVINGS PLAN
401k
Assets$4.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SCHERMERHORN BROS. CO. RETIREMENT PLAN
TraditionalDB
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCHERMERHORN BROS. EMPLOYEES SAVINGS PLAN | 401k | $4.5M | 24 | 2025 | |
| 001 | SCHERMERHORN BROS. CO. RETIREMENT PLAN | TraditionalDB | $2.4M | 10 | 2025 |
Retirement plans