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Sponsor portfolio

SHORE CONSULTING, INC

EIN 94-3358748-professional training & coaching-Latest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
29
2280 GRASS VALLEY HIGHWAY,, #331 - AUBURN, CA 95603844-547-4673jeffshore.comLinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
2 filings
#002401k-$3.6M - 18 part#003CashBalance-$2.4M - 11 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • SCI RETIREMENT PLAN (#002)60%
  • CASH BALANCE PLAN (#003)40%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCI RETIREMENT PLAN (#002)18
  • CASH BALANCE PLAN (#003)11
Total 29Click 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#002

SCI RETIREMENT PLAN

401k

Assets$3.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

SCI CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCI RETIREMENT PLAN401k$3.6M182025
003SCI CASH BALANCE PLANCashBalance$2.4M112025
Retirement plans
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