Shields & Company, Inc.'s EIN is 04-3118210.
Download the official 2025 Form 5500 (PDF) for Shields & Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Shields & Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
