How big is Rodney Shannon's plan?

Rodney Shannon's plan reported $2.3M in assets and 14 participants for 2024.

Original filing (PDF)20250520125816NAL0001226465001

Rodney Shannon

Name: Rodney Shannon — Rodney Shannon 401(k) Plan, Form 5500 (2024)
Creator: Rodney Shannon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rodney Shannon 401(k) Plan

401(k) retirement plan · Rodney Shannon's Rodney Shannon 401(k) Plan held $2.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Rodney Shannon signed Rodney Shannon's 2024 Form 5500 as plan administrator.

Rodney Shannon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rodney Shannon's EIN is 01-0654197.

EIN 01-0654197

Plan number 001

Plan year 2024

ACK ID 20250520125816NAL0001226465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rodney Shannon from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rodney Shannon's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RODNEY SHANNON.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

RODNEY SHANNON

EIN

all filings

Address

1320 FULTON STREET · 2ND FLOOR · BROOKLYN, NY · 11216

Phone

(347) 534-2924

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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