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  2. SHOREBREAK ENERGY DEVELOPERS, LLC
Sponsor portfolio

SHOREBREAK ENERGY DEVELOPERS, LLC

EIN 27-2907867-Construction-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
84
1061 E. 4TH STREET - SANTA ANA, CA 92701949-502-0800shorebreakenergy.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 32 part#001401k-$848K - 52 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 84 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • DEVELOPERS, LLC 401(K) (#001)36%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEVELOPERS, LLC 401(K) (#001)52
  • CASH BALANCE PLAN (#002)32
Total 84Click 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#002

SHOREBREAK ENERGY DEVELOPERS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SHOREBREAK ENERGY DEVELOPERS, LLC 401(K) PLAN

401k

Assets$848K
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHOREBREAK ENERGY DEVELOPERS, LLC CASH BALANCE PLANCashBalance$1.5M322024
001SHOREBREAK ENERGY DEVELOPERS, LLC 401(K) PLAN401k$848K522024
Retirement plans
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