Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LARRY SHERWOOD & ASSOCIATES, INCORPORATED
EIN 93-0973312Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$257K assets
Welfare
0
Participants
8
8560 FOUNDRY BRANCH LANE - LAS VEGAS, NV 89113503-293-6440
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $257K assets / 8 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#002
CONSILIUM BENEFIT ADVISORS CASH BALANCE PLAN
CashBalance
Assets$188K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CONSILIUM BENEFIT ADVISORS 401(K) PLAN
401k
Assets$69K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONSILIUM BENEFIT ADVISORS CASH BALANCE PLAN | CashBalance | $188K | 4 | 2024 | |
| 001 | CONSILIUM BENEFIT ADVISORS 401(K) PLAN | 401k | $69K | 4 | 2024 |
Retirement plans