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Sponsor portfolio

SHELTER 7 LLC

EIN 27-0413201-construction-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
11
P.O. BOX 1602, PERRY LANE - NANTUCKET, MA 02554508-325-7770LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$2.2M - 8 part#002CashBalance-$347K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 7 401K PLAN (#001)87%
  • CASH BALANCE PENSION (#002)13%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 7 401K PLAN (#001)8
  • CASH BALANCE PENSION (#002)3
Total 11Click 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

SHELTER 7 401K PLAN

401k

Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SHELTER 7 LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$347K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHELTER 7 401K PLAN401k$2.2M82025
002SHELTER 7 LLC CASH BALANCE PENSION PLANCashBalance$347K32025
Retirement plans
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