Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $2.7M assets / 65 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.
Cash balance
Profit-sharing
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SERPENTIX CONVEYOR CORPORATION CASH BALANCE PLAN | Cash balance | $1.7M | 18 | 2024 |
| #003 | SERPENTIX CONVEYOR PROFIT SHARING PLAN | Profit-sharing | $670K | 21 | 2024 |
| #001 | SERPENTIX CONVEYOR 401(K) PROFIT SHARING PLAN | 401(k) | $328K | 26 | 2024 |