Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WILLIAMS BARBER & MOREL LTD.
EIN 36-2715906Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
40
233 S. WACKER DR., SUITE 6800 - CHICAGO, IL 60606312-443-3247
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 40 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#001
WILLIAMS BARBER & MOREL LTD. 401(K) PLAN
401k
Assets$11.6M
Participants30
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
WILLIAMS BARBER & MOREL LTD. CASH BALANCE PLAN
CashBalance
Assets$937K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAMS BARBER & MOREL LTD. 401(K) PLAN | 401k | $11.6M | 30 | 2024 | |
| 003 | WILLIAMS BARBER & MOREL LTD. CASH BALANCE PLAN | CashBalance | $937K | 10 | 2024 |
Retirement plans