Original filing (PDF)20250701140716NAL0030798386001

SHOPE RENO WHARTON LLC

Name: SHOPE RENO WHARTON LLC — SHOPE RENO WHARTON ASSOC. 401K PLAN, Form 5500 (2024)
Creator: SHOPE RENO WHARTON LLC

Form 5500-SF

FILING_RECEIVED

SHOPE RENO WHARTON ASSOC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHOPE RENO WHARTON LLC.

Plan sponsor

Name

SHOPE RENO WHARTON LLC

EIN

06-1036635

Address

18 MARSHALL STREET · SO. NORWALK, CT · 068542237

Phone

(203) 852-7250

Industry

Professional & Technical Servicessee all

Plan administrator

Name

SHOPE RENO WHARTON ASSOCIATES

EIN

06-1036635

City

SO. NORWALK, CT

Phone

(203) 852-7250

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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