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Sponsor portfolio

SHL HOLDING CO., LLC

EIN 87-3213774-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
6
4131 PIONEER WOODS DRIVE, SUITE 103 - LINCOLN, NE 68506402-730-5630
Plans on this EIN
2 filings
#001401k-$2.6M - 3 part#002TraditionalDB-$308K - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PLAN & TRUST (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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

SHL HOLDING CO LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHL HOLDING CO., LLC CASH BALANCE PLAN

TraditionalDB

Assets$308K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHL HOLDING CO LLC 401(K) PROFIT SHARING PLAN & TRUST401k$2.6M32025
002SHL HOLDING CO., LLC CASH BALANCE PLANTraditionalDB$308K32025
Retirement plans
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