How big is Shelton Duchess, Inc.'s plan?

Shelton Duchess, Inc.'s plan reported $60K in assets and 22 participants for 2024.

Original filing (PDF)20250729053821NAL0003337344001

Shelton Duchess, Inc.

Name: Shelton Duchess, Inc. — Duchess of Shelton 401(k), Form 5500 (2024)
Creator: Shelton Duchess, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duchess of Shelton 401(k) Plan

401(k) retirement plan · Shelton Duchess, Inc.'s Duchess of Shelton 401(k) Plan held $60K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Gary Lavin signed Shelton Duchess, Inc.'s 2024 Form 5500 as plan administrator.

Gary Lavin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shelton Duchess, Inc.'s EIN is 06-1269345.

EIN 06-1269345

Plan number 001

Plan year 2024

ACK ID 20250729053821NAL0003337344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelton Duchess, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelton Duchess, Inc.'s plan includes 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 SHELTON DUCHESS, INC..

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Plan health score

Above-average plan

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

Knocking points off