Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHB GROUP LLC
EIN 47-4176036financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
12
2361 NOSTRAND AVENUE, SUITE 801 - BROOKLYN, NY 11210646-564-3560theshbgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 12 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
BATHSHEBA EPSTEIN-HERSKO PENSION TRUST
CashBalance
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BATHSHEBA EPSTEIN-HERSKO 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants6
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 | BATHSHEBA EPSTEIN-HERSKO PENSION TRUST | CashBalance | $1.8M | 6 | 2024 | |
| 001 | BATHSHEBA EPSTEIN-HERSKO 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 6 | 2024 |
Retirement plans