How big is The Shadduck Financial Group's plan?

The Shadduck Financial Group's plan reported $105K in assets and 2 participants for 2024.

Original filing (PDF)20250912133641NAL0000803923001

The Shadduck Financial Group

Name: The Shadduck Financial Group — Shadduck Financial, Form 5500 (2024)
Creator: The Shadduck Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shadduck Financial 401(k) Plan

401(k) retirement plan · The Shadduck Financial Group's Shadduck Financial 401(k) Plan held $105K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

Plan identifiers

The Shadduck Financial Group's EIN is 04-3024111.

EIN 04-3024111

Plan number 001

Plan year 2024

ACK ID 20250912133641NAL0000803923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Shadduck Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Shadduck Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SHADDUCK FINANCIAL GROUP.

Finding similar companies…

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