How big is The Shaker Group Inc.'s plan?

The Shaker Group Inc.'s plan reported $2.0M in assets and 90 participants for 2024.

Original filing (PDF)20250718100638NAL0002200032001

The Shaker Group Inc.

Name: The Shaker Group Inc. — The Shaker Group Inc. 401(k), Form 5500 (2024)
Creator: The Shaker Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Shaker Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Shaker Group Inc.'s The Shaker Group Inc. 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Zachary Pappas signed The Shaker Group Inc.'s 2024 Form 5500 as plan administrator.

Zachary Pappas — 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

The Shaker Group Inc.'s EIN is 14-1713565.

EIN 14-1713565

Plan number 001

Plan year 2024

ACK ID 20250718100638NAL0002200032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Shaker Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Shaker Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SHAKER GROUP INC.

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Plan health score

Above-average plan

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

Knocking points off