Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRIDLEY WARD & HAMILTON, P.C.
EIN 87-0438235InformationLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRIDLEY WARD & HAMILTON, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$3.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRIDLEY WARD & HAMILTON, P.C. CASH BALANCE PLAN
CashBalance
Assets$915K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRIDLEY WARD & HAMILTON, P.C. 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 13 | 2025 | |
| 002 | GRIDLEY WARD & HAMILTON, P.C. CASH BALANCE PLAN | CashBalance | $915K | 9 | 2024 |
Retirement plans