Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LORETTA M SHIPLEY WELSH
EIN 90-0391646Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$943K assets
Welfare
0
Participants
7
1875 CHAMPION HILLS DRIVE - RENO, NV 89523775-771-6574
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $943K assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LORETTA M SHIPLEY WELSH REALTY CASH BALANCE PENSION PLAN
CashBalance
Assets$746K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LORETTA M SHIPLEY WELSH REALTY 401K PROFIT SHARING PLAN
401k
Assets$197K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LORETTA M SHIPLEY WELSH REALTY CASH BALANCE PENSION PLAN | CashBalance | $746K | 3 | 2024 | |
| 001 | LORETTA M SHIPLEY WELSH REALTY 401K PROFIT SHARING PLAN | 401k | $197K | 4 | 2024 |
Retirement plans