How big is James P. SHEA's plan?

James P. SHEA's plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250912120642NAL0001921472001

James P. SHEA

Name: James P. SHEA — SHEA, James P., Form 5500 (2024)
Creator: James P. SHEA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHEA, James P.

Defined-contribution retirement plan · James P. SHEA's SHEA, James P. held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

James P. SHEA signed James P. SHEA's 2024 Form 5500 as plan administrator.

James P. SHEA — 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

James P. SHEA's EIN is 13-6625281.

EIN 13-6625281

Plan number 001

Plan year 2024

ACK ID 20250912120642NAL0001921472001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James P. SHEA's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions, a self-directed brokerage window.

Decision-maker contacts

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

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JAMES P. SHEA

EIN

all filings

Address

116 HOLLYWOOD AVE · TUCKAHOE, NY · 10707

Phone

(914) 969-2300

Industry

Law Offices· Professional & Technical Services

Plan administrator