Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C. A. SHEA & COMPANY, INC.
EIN 13-5518356insuranceLatest filing 2024
Plans
2
Retirement
2
$38.9M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $38.9M assets / 39 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#004
C.A. SHEA & COMPANY, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$31.7M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
C. A. SHEA & COMPANY, INC. PROFIT SHARING PLAN
401k
Assets$7.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | C.A. SHEA & COMPANY, INC. DEFINED BENEFIT PLAN | TraditionalDB | $31.7M | 16 | 2024 | |
| 003 | C. A. SHEA & COMPANY, INC. PROFIT SHARING PLAN | 401k | $7.2M | 23 | 2024 |
Retirement plans