Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $22.2M assets / 169 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.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HAGER SHARP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.8M | 95 | 2025 |
| #002 | HAGER SHARP, INC. 401(K) PLAN | 401(k) | $9.4M | 74 | 2025 |