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Sponsor portfolio

SHORE AND COUNTRY PARTNERS, LLC

EIN 26-0767668-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$659K assets
Welfare
0
Participants
6
636 KINGS HIGHWAY - FAIFIELD, CT 06825203-223-4267
Plans on this EIN
2 filings
#001CashBalance-$424K - 3 part#002401k-$235K - 3 part

Retirement portfolio analytics

2 plans aggregated / $659K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#001)64%
  • LLC 401K PLAN (#002)36%
Total $659KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)3
  • LLC 401K PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHORE AND COUNTRY PARTNERS, LLC CASH BALANCE PLAN

CashBalance

Assets$424K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHORE AND COUNTRY PARTNERS, LLC 401K PLAN

401k

Assets$235K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHORE AND COUNTRY PARTNERS, LLC CASH BALANCE PLANCashBalance$424K32024
002SHORE AND COUNTRY PARTNERS, LLC 401K PLAN401k$235K32024
Retirement plans
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