Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHETTERLY TEAM LLC
EIN 81-0962133Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
9
7210 TURFWAY ROAD, STE 210 - FLORENCE, KY 41042859-743-0212
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 9 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#001
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
401k
Assets$567K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHETTERLY TEAM LLC CASH BALANCE PLAN
CashBalance
Assets$553K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST | 401k | $567K | 5 | 2024 | |
| 002 | SHETTERLY TEAM LLC CASH BALANCE PLAN | CashBalance | $553K | 4 | 2024 |
Retirement plans