Original filing (PDF)20250825102128NAL0015121010001

S H M SALES ASSOCIATES

Name: S H M SALES ASSOCIATES — S H M SALES ASSOCIATES 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: S H M SALES ASSOCIATES

Form 5500-SF

FILING_RECEIVED

S H M SALES ASSOCIATES 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S H M SALES ASSOCIATES.

Plan sponsor

Name

S H M SALES ASSOCIATES

EIN

11-2322665

Address

1 FAIRCHILD CT STE 290B · PLAINVIEW, NY · 11803

Phone

(516) 576-3850

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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