Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
W. Denis Shelley, PA
EIN 59-2488383Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$308K assets
Welfare
0
Participants
13
313 S PALMETTO AVE - DAYTONA BEACH, FL 32114386-252-2531
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $308K assets / 13 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
W. DENIS SHELLEY, PA CASH BALANCE PENSION PLAN
Cash balance
Assets$298K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
W. DENIS SHELLEY, PA RETIREMENT PLAN
Profit-sharing
Assets$10K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | W. DENIS SHELLEY, PA CASH BALANCE PENSION PLAN | Cash balance | $298K | 6 | 2025 | |
| 003 | W. DENIS SHELLEY, PA RETIREMENT PLAN | Profit-sharing | $10K | 7 | 2025 |
Retirement plans