Sponsor portfolio
SHAKER INVESTMENTS, LLC
EIN 34-1970851investment managementLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
Participants
17
3201 ENTERPRISE PARKWAY, SUITE 310 - BEACHWOOD, OH 44122216-292-2950shakerinvest.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHAKER INVESTMENTS 401(K) & PROFIT SHARING PLAN
401k
Assets$5.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHAKER INVESTMENTS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHAKER INVESTMENTS 401(K) & PROFIT SHARING PLAN | 401k | $5.2M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHAKER INVESTMENTS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans