Assets by plan
Share of aggregate retirement assets
Filings through .
W.H. Shipman, Ltd.
EIN 99-0054700farmingLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Health & Benefits
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 15 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
W.H. SHIPMAN, LTD. 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.1M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
W.H. SHIPMAN, LTD. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$57K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | W.H. SHIPMAN, LTD. 401(K) PROFIT SHARING PLAN | 401(k) | $2.1M | 12 | 2025 |
| #001 | W.H. SHIPMAN, LTD. DEFINED BENEFIT PENSION PLAN | Traditional DB | $57K | 3 | 2025 |
- #002 · 401(k) · 202512
- #001 · Traditional DB · 20253
Retirement plans