How big is Shapiro Associates' plan?

Shapiro Associates' plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250827130829NAL0009410081001

Shapiro Associates

Name: Shapiro Associates — Shapiro Associates RET Trust, Form 5500 (2024)
Creator: Shapiro Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shapiro Associates RET Trust

401(k) retirement plan · Shapiro Associates' Shapiro Associates RET Trust held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Harry Shapiro signed Shapiro Associates' 2024 Form 5500 as plan administrator.

Harry Shapiro — 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

Shapiro Associates' EIN is 11-3612990.

EIN 11-3612990

Plan number 001

Plan year 2024

ACK ID 20250827130829NAL0009410081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shapiro Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shapiro Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAPIRO ASSOCIATES.

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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