Original filing (PDF)20250818111818NAL0001180769001

JASON A. SHAPIRO AND ASSOC., P.A.

Name: JASON A. SHAPIRO AND ASSOC., P.A. — SHAPIRO, ZWANETZ AND ASSOCIATES 401(K)PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JASON A. SHAPIRO AND ASSOC., P.A.

Form 5500-SF

FILING_RECEIVED

SHAPIRO, ZWANETZ AND ASSOCIATES 401(K)PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$796K

Net assets (EOY)

$796K

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON A. SHAPIRO AND ASSOC., P.A..

Plan sponsor

Name

JASON A. SHAPIRO AND ASSOC., P.A.

EIN

20-2122825all filings

Address

7226 LEE DEFOREST DRIVE · SUITE 207 · COLUMBIA, MD · 21044

Phone

(410) 884-6100

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