Original filing (PDF)20250707145506NAL0001675715001

SHM LLC

Name: SHM LLC — SHM LLC DBA SWAN VIEW MEDICAL SUPPLY 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHM LLC

Form 5500-SF

FILING_RECEIVED

SHM LLC DBA SWAN VIEW MEDICAL SUPPLY 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHM LLC.

Plan sponsor

Name

SHM LLC

DBA

SWAN VIEW MEDICAL SUPPLY

EIN

20-2432625

Address

675 W CORBETT AVE · SWANSBORO, NC · 28584

Phone

(910) 490-2076

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

PREDICTIVE BALLISTICS LLC

PREDICTIVE BALLISTICS LLC 401(K) PLAN

$30K · 1 participants

CHARLES B. SCHWED CO., LLC

CHARLES B. SCHWED CO., LLC RETIREMENT PLAN

$30K · 2 participants

CORDX LABS INC

$30K · 15 participants

WHITESWELL INC

WHITESWELL INC.

$31K · 1 participants

OSTEONOVUS, INC.

OSTEONOVUS 401(K) PLAN

$31K · 6 participants