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  2. RT SHELL, INC.
Sponsor portfolio

RT SHELL, INC.

EIN 86-0978887-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$375K assets
Welfare
0
Participants
4
16410 N. 91ST STREET, SUITE 112 - SCOTTSDALE, AZ 85260480-443-3992
Plans on this EIN
2 filings
#002CashBalance-$236K - 2 part#001401k-$139K - 2 part

Retirement portfolio analytics

2 plans aggregated / $375K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#002)63%
  • REAL ESTATE 401(K) (#001)37%
Total $375KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • REAL ESTATE 401(K) (#001)2
Total 4Click 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

SHELL COMMERCIAL REAL ESTATE CASH BALANCE PLAN

CashBalance

Assets$236K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHELL COMMERCIAL REAL ESTATE 401(K) PLAN

401k

Assets$139K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHELL COMMERCIAL REAL ESTATE CASH BALANCE PLANCashBalance$236K22024
001SHELL COMMERCIAL REAL ESTATE 401(K) PLAN401k$139K22024
Retirement plans
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