How big is Shipley Snell Montgomery LLP's plan?

Shipley Snell Montgomery LLP's plan reported $5.3M in assets and 16 participants for 2025.

Original filing (PDF)20260311214649NAL0006046947001

Shipley Snell Montgomery LLP

Name: Shipley Snell Montgomery LLP — Shipley Snell, Form 5500 (2025)
Creator: Shipley Snell Montgomery LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shipley Snell Montgomery LLP 401(k) Plan

401(k) retirement plan · Shipley Snell Montgomery LLP's Shipley Snell Montgomery LLP 401(k) Plan held $5.3M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Shipley Snell Montgomery LLP's EIN is 20-4115308.

EIN 20-4115308

Plan number 001

Plan year 2025

ACK ID 20260311214649NAL0006046947001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shipley Snell Montgomery LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shipley Snell Montgomery LLP'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 SHIPLEY SNELL MONTGOMERY LLP.

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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