How big is Shield of David, Inc. d/b/a the Shield Institute's plan?

Shield of David, Inc. d/b/a the Shield Institute's plan reported $2.4M in assets and 46 participants for 2023.

Original filing (PDF)20250314085027NAL0037128912001

Shield of David, Inc. d/b/a the Shield Institute

Name: Shield of David, Inc. d/b/a the Shield Institute — Form 5500 Plan 003 (2023)
Creator: Shield of David, Inc. d/b/a the Shield Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Profit Sharing Plan for NON-Union Employees of the Shield Institute

Defined-contribution retirement plan · Shield of David, Inc. d/b/a the Shield Institute's Profit Sharing Plan for NON-Union Employees of the Shield Institute held $2.4M in plan assets for 46 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Marni Sussman signed Shield of David, Inc. d/b/a the Shield Institute's 2023 Form 5500 as plan administrator.

Marni Sussman — Plan Administrator — Form 5500 signer
LISA Stewart — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Shield of David, Inc. d/b/a the Shield Institute's EIN is 13-1740041.

EIN 13-1740041

Plan number 003

Plan year 2023

ACK ID 20250314085027NAL0037128912001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shield of David, Inc. d/b/a the Shield Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shield of David, Inc. d/b/a the Shield Institute's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIELD OF DAVID, INC. D/B/A THE SHIELD INSTITUTE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SHIELD OF DAVID, INC. D/B/A THE SHIELD INSTITUTE

EIN

all filings

Address

144-61 ROOSEVELT AVENUE · FLUSHING, NY · 113546252

Phone

(718) 269-2023

Industry

Health Care & Social Assistance

Plan administrator