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  2. SHALLEY-DIBBLE, INC.
Sponsor portfolio

SHALLEY-DIBBLE, INC.

EIN 94-2437402-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$22.3M assets
Welfare
0
Participants
113
4 ORINDA WAY, SUITE 300-E - ALAMEDA, CA 94501510-769-7600
Plans on this EIN
2 filings
#003401k-$14.8M - 60 part#002ESOP-$7.5M - 53 part

Retirement portfolio analytics

2 plans aggregated / $22.3M assets / 113 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • SHALLEY-DIBBLE, INC. 401(K) (#003)66%
  • EMPLOYEE STOCK OWNERSHIP (#002)34%
Total $22.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHALLEY-DIBBLE, INC. 401(K) (#003)60
  • EMPLOYEE STOCK OWNERSHIP (#002)53
Total 113Click 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#003

SHALLEY-DIBBLE, INC. 401(K) PLAN

401k

Assets$14.8M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHALLEY-DIBBLE, INC. DBA THE ENGINERING ENTERPRISE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.5M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SHALLEY-DIBBLE, INC. 401(K) PLAN401k$14.8M602025
002SHALLEY-DIBBLE, INC. DBA THE ENGINERING ENTERPRISE EMPLOYEE STOCK OWNERSHIP PLANESOP$7.5M532025
Retirement plans
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