PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DAVID SHAIEB DBA SB INDUSTRIAL SUPPLY, INC.
Sponsor portfolio

DAVID SHAIEB DBA SB INDUSTRIAL SUPPLY, INC.

EIN 82-3823818-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
19
7021 FRESCO LOOP - EL DORADO HILLS, CA 95762858-705-0565
Plans on this EIN
2 filings
#002TraditionalDB-$3.2M - 9 part#001401k-$411K - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN & TRUST (#002)89%
  • PLAN & TRUST (#001)11%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)10
  • PLAN & TRUST (#002)9
Total 19Click 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

SB INDUSTRIAL SUPPLY DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$3.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SB INDUSTRIAL SUPPLY 401(K) PLAN & TRUST

401k

Assets$411K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SB INDUSTRIAL SUPPLY DEFINED BENEFIT PLAN & TRUSTTraditionalDB$3.2M92024
001SB INDUSTRIAL SUPPLY 401(K) PLAN & TRUST401k$411K102024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica