Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $30.3M assets / 68 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
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHAS. W. ASHBY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.5M | 34 | 2025 |
| #002 | CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN | Profit-sharing | $2.9M | 34 | 2025 |