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Sponsor portfolio

CRAIN AND SHEPPARD

EIN 74-1589464-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$6.1M assets
Welfare
0
Participants
15
P.O. BOX 427 - CUERO, TX 77954361-275-5111
Plans on this EIN
3 filings
#002401k-$2.5M - 5 part#003CashBalance-$2.0M - 5 part#001CashBalance-$1.6M - 5 part

Retirement portfolio analytics

3 plans aggregated / $6.1M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • PROFIT SHARING PLAN (#002)41%
  • CASH BALANCE PLAN (#003)33%
  • CASH BALANCE PLAN (#001)26%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • CASH BALANCE PLAN (#003)5
  • CASH BALANCE PLAN (#001)5
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CRAIN AND SHEPPARD 401(K) PROFIT SHARING PLAN

401k

Assets$2.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

CRAIN & SHEPPARD CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CRAIN AND SHEPPARD CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002CRAIN AND SHEPPARD 401(K) PROFIT SHARING PLAN401k$2.5M52024
003CRAIN & SHEPPARD CASH BALANCE PLANCashBalance$2.0M52025
001CRAIN AND SHEPPARD CASH BALANCE PLANCashBalance$1.6M52024
Retirement plans
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