Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
STEVEN SHANE REAL ESTATE INC.
EIN 81-2069746Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
8
230 E. HOPKINS AVE., - ASPEN, CO 816112467970-923-3000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 8 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
STEVEN SHANE REAL ESTATE INC. DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$3.0M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STEVEN SHANE REAL ESTATE INC. 401(K) PLAN AND TRUST
401k
Assets$859K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEVEN SHANE REAL ESTATE INC. DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $3.0M | 4 | 2024 | |
| 002 | STEVEN SHANE REAL ESTATE INC. 401(K) PLAN AND TRUST | 401k | $859K | 4 | 2024 |
Retirement plans