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Sponsor portfolio

SHERMAN OAKS SHELL

EIN 77-0477481-oil & energy-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
3
5161 VAN NUYS BLVD. - SHERMAN OAKS, CA 91403818-784-7404LinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001TraditionalDB-$987K - 1 part#002ProfitSharing-$149K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 3 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • DEFINED BENEFIT PENSION (#001)87%
  • PROFIT SHARING PLAN (#002)13%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)2
  • DEFINED BENEFIT PENSION (#001)1
Total 3Click 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

SHERMAN OAKS SHELL DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$987K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAGOP AGHAZARIAN DBA SHERMAN OAKS SHELL PROFIT SHARING PLAN

ProfitSharing

Assets$149K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHERMAN OAKS SHELL DEFINED BENEFIT PENSION PLANTraditionalDB$987K12024
002HAGOP AGHAZARIAN DBA SHERMAN OAKS SHELL PROFIT SHARING PLANProfitSharing$149K22024
Retirement plans
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