· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DON SHAPIRO INC. — DON SHAPIRO INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250818133115NAL0000664147001
DON SHAPIRO INC.
Form 5500-SF
FILING_RECEIVED
DON SHAPIRO INC. 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
18
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DON SHAPIRO INC.
.
Find decision makers
Plan sponsor
Name
DON SHAPIRO INC.
EIN
04-2309376
Address
15 COMMERCIAL STREET · EVERETT, MA · 02149
Phone
(617) 381-6707
Industry
Wholesale Trade
see all
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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
AIRSOFT WHOLESALER, INC.
AIRSOFT WHOLESALER, INC. 401(K) PLAN
$3.8M · 28 participants
NEW YORK CONCRETE CORP.
NEW YORK CONCRETE CORP. 401(K) PLAN
$3.8M · 31 participants
FFPC, LLC
JDAD, LLC 401K PLAN
$3.8M · 8 participants
DAVEXLABS LLC
DAVEXLABS LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.8M · 53 participants
UNITED PHARMA LLC
UNITED PHARMA LLC 401(K) SAFE HARBOR PLAN
$3.8M · 84 participants
65
Knocking points off
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NU-WORLD CORPORATION
NU-WORLD CORPORATION 401(K) PLAN
$3.8M · 161 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
