Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $8.2M assets / 72 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)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SHELLHORN & HILL, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $4.2M | 17 | 2025 |
| #001 | PENSION PLAN FOR EMPLOYEES OF SHELLHORN AND HILL, INC. | Traditional DB | $4.0M | 55 | 2024 |