How big is Shasta Ventures Management, LLC's plan?

Shasta Ventures Management, LLC's plan reported $20.2M in assets and 7 participants for 2025.

Original filing (PDF)20260223140415NAL0000867779001

Shasta Ventures Management, LLC

Name: Shasta Ventures Management, LLC — Shasta Ventures, Form 5500 (2025)
Creator: Shasta Ventures Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shasta Ventures Management 401(k) Plan

401(k) retirement plan · Shasta Ventures Management, LLC's Shasta Ventures Management 401(k) Plan held $20.2M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.2M

Net assets (EOY)

$20.2M

People on this filing

Rose Kelly signed Shasta Ventures Management, LLC's 2025 Form 5500 as plan administrator.

Rose Kelly — 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

Shasta Ventures Management, LLC's EIN is 20-1025994.

EIN 20-1025994

Plan number 001

Plan year 2025

ACK ID 20260223140415NAL0000867779001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shasta Ventures Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shasta Ventures Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SHASTA VENTURES MANAGEMENT, LLC.

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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 (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SHASTA VENTURES MANAGEMENT, LLC

EIN

all filings

Address

3130 ALPINE ROAD, SUITE 288-446 · PORTOLA VALLEY, CA · 94028

Phone

(650) 543-1700

Industry

Finance & Insurance

Plan administrator