Assets by plan
Share of aggregate retirement assets
- 401(K) PLAN B (#004)$12.4M
Filings through .
3 plans aggregated / $31.1M assets / 114 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)
401(k)
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SHERIDAN ROSS P.C. 401(K) PROFIT SHARING PLAN | 401(k) | $18.7M | 56 | 2025 |
| #004 | SHERIDAN ROSS P.C. 401(K) PLAN B | 401(k) | $12.4M | 58 | 2025 |
| #005 | SHERIDAN ROSS P.C. CASH BALANCE PENSION PLAN | Cash balance | $17K | 0 | 2024 |