Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W.H. SHIPMAN, LTD.
EIN 99-0054700farmingLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 16 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
W.H. SHIPMAN, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
W.H. SHIPMAN, LTD. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$55K
Participants6
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 | W.H. SHIPMAN, LTD. 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 10 | 2024 | |
| 001 | W.H. SHIPMAN, LTD. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $55K | 6 | 2024 |
Retirement plans