Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.8M assets / 2 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.
Profit-sharing
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | DAVID J. SHAW PROFIT SHARING PLAN | Profit-sharing | $1.5M | 1 | 2025 |
| #004 | DAVID SHAW PROFIT SHARING PLAN | Profit-sharing | $252K | 1 | 2025 |