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  2. CARABIN AND SHAW, PC
Sponsor portfolio

CARABIN AND SHAW, PC

EIN 74-2742395-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
96
875 E. ASHBY PLACE, SUITE 1100 - SAN ANTONIO, TX 78212210-232-2609LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$2.8M - 47 part#002CashBalance-$1.8M - 49 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 96 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • SHAW PC 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)49
  • SHAW PC 401(K) (#001)47
Total 96Click 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#001

CARABIN AND SHAW PC 401(K) PLAN

401k

Assets$2.8M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARABIN AND SHAW, P.C. CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARABIN AND SHAW PC 401(K) PLAN401k$2.8M472024
002CARABIN AND SHAW, P.C. CASH BALANCE PLANCashBalance$1.8M492024
Retirement plans
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