Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.8M assets / 17 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.
401(k)
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CLIFTON LIPFORD HARDISON & PARKER LLC 401(K) PLAN | 401(k) | $3.6M | 12 | 2025 |
| #003 | CLIFTON LIPFORD HARDISON & PARKER LLC PROFIT SHARING PLAN | Profit-sharing | $286K | 5 | 2025 |