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Sponsor portfolio

SHAPE ADVOCACY LLC

EIN 83-4717847-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
7
514 JANNEYS LN - ALEXANDRIA, VA 22302202-431-9390
Plans on this EIN
2 filings
#001401k-$1.3M - 4 part#002CashBalance-$619K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • 401(K) P/S PLAN (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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

SHAPE ADVOCACY LLC 401(K) P/S PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHAPE ADVOCACY LLC CASH BALANCE PLAN

CashBalance

Assets$619K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHAPE ADVOCACY LLC 401(K) P/S PLAN401k$1.3M42025
002SHAPE ADVOCACY LLC CASH BALANCE PLANCashBalance$619K32025
Retirement plans
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