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Original filing (PDF)20251015143507NAL0010098962001
SHIELD OF DAVID, INC. D/B/A
Form 5500
FILING_RECEIVED
PENSION PLAN FOR THE EMPLOYEES OF SHIELD OF DAVID, INC.
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIELD OF DAVID, INC. D/B/A.
Plan sponsor
Name
SHIELD OF DAVID, INC. D/B/A
DBA
THE SHIELD INSTITUTE
EIN
13-1740041
Address
144-61 ROOSEVELT AVENUE · FLUSHING, NY · 113546252
Phone
(718) 269-2001
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-24
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
1H · PBGC-terminated and closed out
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | NONE | $215K | — |
| SILVERCREST ASSET MANAGEMENT GROUP | 13-4194623 | — | NONE | $65K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.