Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GISH, SHERWOOD & FRIENDS, INC.
EIN 62-1032086Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$12.6M assets
Welfare
0
Participants
247
209 10TH AVE S, STE 222 - NASHVILLE, TN 37203615-385-1100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.6M assets / 247 participantsParticipants 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#001
GISH, SHERWOOD & FRIENDS, INC. EMPLOYEE SAVINGS PLAN
401k
Assets$9.8M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GISH, SHERWOOD & FRIENDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GISH, SHERWOOD & FRIENDS, INC. EMPLOYEE SAVINGS PLAN | 401k | $9.8M | 172 | 2024 | |
| 002 | GISH, SHERWOOD & FRIENDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 75 | 2025 |
Retirement plans