Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHIELDS, HARPER & COMPANY
EIN 94-1751530oil & energyLatest filing 2025
Plans
2
Retirement
2
$33.5M assets
Welfare
0
Participants
180
4591 PACHECO BLVD - MARTINEZ, CA 94553510-653-9119shieldsharper.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.5M assets / 180 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#003
SHIELDS, HARPER & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.4M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SHIELDS, HARPER & COMPANY PROFIT SHARING PLAN
401k
Assets$14.1M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SHIELDS, HARPER & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.4M | 91 | 2025 | |
| 001 | SHIELDS, HARPER & COMPANY PROFIT SHARING PLAN | 401k | $14.1M | 89 | 2025 |
Retirement plans