How big is Shelburne Farms' plan?

Shelburne Farms' plan reported $6.9M in assets and 82 participants for 2024.

Original filing (PDF)20250702083115NAL0012728001001

Shelburne Farms

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

Form 5500-SF

FILING_RECEIVED

Shelburne Farms 401(k) Plan

401(k) retirement plan · Shelburne Farms' Shelburne Farms 401(k) Plan held $6.9M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Shelburne Farms' EIN is 03-0229347.

EIN 03-0229347

Plan number 001

Plan year 2024

ACK ID 20250702083115NAL0012728001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score