Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERVPRO OF BEAR/NEW CASTLE
EIN 51-0397705facilities servicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
29
301 CARSON DR - BEAR, DE 19701302-323-0700servprobearnewcastle.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 29 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
SERVPRO 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SERVPRO CASH BALANCE PENSION PLAN
CashBalance
Assets$522K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERVPRO 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 16 | 2024 | |
| 002 | SERVPRO CASH BALANCE PENSION PLAN | CashBalance | $522K | 13 | 2024 |
Retirement plans