PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Shoestring Valley Holdings, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Shoestring Valley Holdings, Inc.

EIN 93-0422424-Construction-Latest filing 2025
Plans
3
Retirement
2
$118.1M assets
Health & Benefits
1
$324K premiums
Participants
1,256
365 NE COUCH ST - PORTLAND, OR 97232503-283-6712LinkedIn11-50 employees
Plans on this EIN
3 filings
#001401(k)-$112.9M - 485 part#002ESOP-$5.2M - 380 part#501Mixed-$324K - 608 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $118.1M assets / 865 participants

Assets by plan

Share of aggregate retirement assets

  • HOLDINGS RETIREMENT PLAN (#001)$112.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$5.2M
Total $118.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$112.9M
  • (Not disclosed)$5.2M
Total $118.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HOLDINGS RETIREMENT PLAN (#001)485
  • EMPLOYEE STOCK OWNERSHIP (#002)380
Total 865Select a row to open it

Benefits portfolio analytics

1 plan / $324K premiums / 608 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$324K
  • Life$92K
  • Long-term disability$65K
  • Short-term disability$56K
Total $324K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN

401(k)

Assets$112.9M
Participants485
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SHOESTRING VALLEY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.2M
Participants380
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SHOESTRING VALLEY HOLDINGS HEALTH AND WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$324K
Covered lives608
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN401(k)$112.9M4852025
#002SHOESTRING VALLEY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.2M3802025
  • SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN$112.9M
    #001 · 401(k) · 2025485
  • SHOESTRING VALLEY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$5.2M
    #002 · ESOP · 2025380

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHOESTRING VALLEY HOLDINGS HEALTH AND WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$324K6082025
  • SHOESTRING VALLEY HOLDINGS HEALTH AND WELFARE PLAN$324K
    #501 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 2025608
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica