Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $89.6M assets / 825 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
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 |
|---|---|---|---|---|---|
| #002 | PORT AMHERST, LTD. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $60.1M | 414 | 2025 |
| #001 | PORT AMHERST, LTD. 401(K) & PROFIT SHARING PLAN | 401(k) | $29.6M | 411 | 2025 |