Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $42.1M assets / 157 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 |
|---|---|---|---|---|---|
| #002 | THE SEVERN GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $36.2M | 61 | 2025 |
| #001 | THE SEVERN GROUP 401(K) PLAN | 401(k) | $5.9M | 96 | 2025 |