Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
THE ORIANA SHEA GROUP
EIN 26-2733920Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$610K assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $610K assets / 7 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
THE ORIANA SHEA GROUP CASH BALANCE PLAN
CashBalance
Assets$432K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE ORIANA SHEA GROUP 401(K) PLAN
401k
Assets$178K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE ORIANA SHEA GROUP CASH BALANCE PLAN | CashBalance | $432K | 2 | 2024 | |
| 001 | THE ORIANA SHEA GROUP 401(K) PLAN | 401k | $178K | 5 | 2024 |
Retirement plans