How big is Shuffield Lowman & Wilson PA's plan?

Shuffield Lowman & Wilson PA's plan reported $11.9M in assets and 90 participants for 2024.

Original filing (PDF)20250613125656NAL0051348514001

Shuffield Lowman & Wilson PA

Name: Shuffield Lowman & Wilson PA — Shuffieldlowman, Form 5500 (2024)
Creator: Shuffield Lowman & Wilson PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shuffieldlowman 401(k) Profit Sharing Plan

401(k) retirement plan · Shuffield Lowman & Wilson PA's Shuffieldlowman 401(k) Profit Sharing Plan held $11.9M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

People on this filing

Amanda Koplos signed Shuffield Lowman & Wilson PA's 2024 Form 5500 as plan administrator.

Amanda Koplos — 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

Shuffield Lowman & Wilson PA's EIN is 20-0257515.

EIN 20-0257515

Plan number 001

Plan year 2024

ACK ID 20250613125656NAL0051348514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shuffield Lowman & Wilson PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shuffield Lowman & Wilson PA's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, 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 SHUFFIELD LOWMAN & WILSON PA.

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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

Helping the score