How big is Shaw Perelson MAY & Lambert LL's plan?

Shaw Perelson MAY & Lambert LL's plan reported $4.5M in assets and 22 participants for 2024.

Original filing (PDF)20250603090502NAL0010084257001

Shaw Perelson MAY & Lambert LL

Name: Shaw Perelson MAY & Lambert LL — Shaw Perelson MAY &, Form 5500 (2024)
Creator: Shaw Perelson MAY & Lambert LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shaw Perelson MAY & Lambert LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Shaw Perelson MAY & Lambert LL's Shaw Perelson MAY & Lambert LL 401(k) Profit Sharing Plan & Trust held $4.5M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

BETH Harris signed Shaw Perelson MAY & Lambert LL's 2024 Form 5500 as plan administrator.

BETH Harris — 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

Shaw Perelson MAY & Lambert LL's EIN is 14-1782939.

EIN 14-1782939

Plan number 002

Plan year 2024

ACK ID 20250603090502NAL0010084257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shaw Perelson MAY & Lambert LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shaw Perelson MAY & Lambert LL'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 SHAW PERELSON MAY & LAMBERT LL.

Finding similar companies…

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