Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PORT AMHERST, LTD.
EIN 55-0628911maritimeLatest filing 2024
Plans
2
Retirement
2
$84.4M assets
Welfare
0
Participants
797
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $84.4M assets / 797 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
63%top
- (Not disclosed)63%
- T ROWE PRICE RPS INC37%
Participants 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
PORT AMHERST, LTD. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$53.0M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PORT AMHERST, LTD. 401(K) & PROFIT SHARING PLAN
401k
Assets$31.4M
Participants416
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 | PORT AMHERST, LTD. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $53.0M | 381 | 2024 | |
| 001 | PORT AMHERST, LTD. 401(K) & PROFIT SHARING PLAN | 401k | $31.4M | 416 | 2024 |
Retirement plans
Welfare plans