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Sponsor portfolioTH

SHOESTRING VALLEY HOLDINGS, INC.

EIN 93-0422424-Construction-Latest filing 2024
Plans
3
Retirement
2
$104.9M assets
Welfare
1
$344K premiums
Participants
1,285
6712 N. CUTTER CIRCLE - PORTLAND, OR 97217503-283-6712LinkedIn11-50 employees
Plans on this EIN
3 filings
#001401k-$101.3M - 495 part#002ESOP-$3.5M - 353 part#501Mixed-$344K - 437 lives

Retirement portfolio analytics

2 plans aggregated / $104.9M assets / 848 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • HOLDINGS RETIREMENT PLAN (#001)97%
  • EMPLOYEE STOCK OWNERSHIP (#002)3%
Total $104.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY97%
  • (Not disclosed)3%
Total $104.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS RETIREMENT PLAN (#001)495
  • EMPLOYEE STOCK OWNERSHIP (#002)353
Total 848Click row to drill in

Benefits portfolio analytics

1 plan / $344K premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$344K
  • Life$94K
  • Long-term disability$67K
Total $344K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY68%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY32%
Total $344K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • GALLAGHER BENEFIT SERVICES, INC.68%
  • THE PARTNERS GROUP32%
Total $53K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN

401k

Assets$101.3M
Participants495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHOESTRING VALLEY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.5M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHOESTRING VALLEY HOLDINGS HEALTH AND WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$344K
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN401k$101.3M4952024
002SHOESTRING VALLEY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.5M3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHOESTRING VALLEY HOLDINGS HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$344K4372024
Retirement plans
Welfare plans
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