Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $8.1M assets / 21 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)
Money purchase
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PARSONS, LOVELAND, SHIRLEY & MILLER LLP LAWYERS 401(K) PLAN | 401(k) | $3.9M | 7 | 2025 |
| #003 | PARSONS SMITH & STONE - MONEY PURCHASE PLAN | Money purchase | $3.3M | 7 | 2024 |
| #004 | PARSONS SMITH & STONE - PROFIT SHARING PLAN | Profit-sharing | $893K | 7 | 2024 |