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  1. Companies/
  2. SHAWN M. TONEY LLC
Sponsor portfolio

SHAWN M. TONEY LLC

EIN 82-3745808-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
336 SAPPHIRE LAKE DRIVE - BRADENTON, FL 34209513-779-0127
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 5 part#001401k-$370K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PENSION (#002)81%
  • TONEY LLC 401(K) (#001)19%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)5
  • TONEY LLC 401(K) (#001)5
Total 10Click 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#002

SHAWN M. TONEY, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHAWN M. TONEY LLC 401(K) PLAN

401k

Assets$370K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHAWN M. TONEY, LLC CASH BALANCE PENSION PLANCashBalance$1.6M52025
001SHAWN M. TONEY LLC 401(K) PLAN401k$370K52025
Retirement plans
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