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Sponsor portfolio

SHOREHAVEN LLC

EIN 27-3756828-medical practice-Latest filing 2024
Plans
3
Retirement
3
$2.8M assets
Welfare
0
Participants
32
30 SOUTHLAWN AVENUE - DOBBS FERRY, NY 10522917-816-8405pediatricsonhudson.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#003TraditionalDB-$1.5M - 4 part#002ProfitSharing-$713K - 9 part#001401k-$626K - 19 part

Retirement portfolio analytics

3 plans aggregated / $2.8M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DEFINED BENEFIT PLAN (#003)53%
  • PROFIT SHARING PLAN (#002)25%
  • HUDSON, LLC 401(K) (#001)22%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HUDSON, LLC 401(K) (#001)19
  • PROFIT SHARING PLAN (#002)9
  • DEFINED BENEFIT PLAN (#003)4
Total 32Click 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#003

SHOREHAVEN LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHOREHAVEN LLC PROFIT SHARING PLAN

ProfitSharing

Assets$713K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PEDIATRICS ON HUDSON, LLC 401(K) PLAN

401k

Assets$626K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SHOREHAVEN LLC DEFINED BENEFIT PLANTraditionalDB$1.5M42024
002SHOREHAVEN LLC PROFIT SHARING PLANProfitSharing$713K92024
001PEDIATRICS ON HUDSON, LLC 401(K) PLAN401k$626K192024
Retirement plans
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