Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHIELS OBLETZ JOHNSEN, INC.
EIN 93-1283321real estateLatest filing 2024
Plans
2
Retirement
2
$18.9M assets
Welfare
0
Participants
39
421 S.W. SIXTH AVENUE, SUITE 750 - PORTLAND, OR 97204503-242-0084shielsobletzjohnsen.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.9M assets / 39 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#001
SHIELS OBLETZ JOHNSEN, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$12.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHIELS OBLETZ JOHNSEN, INC. RETIREMENT PLAN
ProfitSharing
Assets$6.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHIELS OBLETZ JOHNSEN, INC. 401(K) PROFIT SHARING PLAN | 401k | $12.6M | 24 | 2024 | |
| 002 | SHIELS OBLETZ JOHNSEN, INC. RETIREMENT PLAN | ProfitSharing | $6.2M | 15 | 2024 |
Retirement plans