How big is SHR Advisors Inc.'s plan?

SHR Advisors Inc.'s plan reported $3.4M in assets and 5 participants for 2023.

Original filing (PDF)20241011120906NAL0021815169001

SHR Advisors Inc.

Name: SHR Advisors Inc. — SHR Advisors Inc. Defined, Form 5500 (2023)
Creator: SHR Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHR Advisors Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · SHR Advisors Inc.'s SHR Advisors Inc. Defined Benefit Pension Plan held $3.4M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

SHR Advisors Inc.'s EIN is 20-4490726.

EIN 20-4490726

Plan number 001

Plan year 2023

ACK ID 20241011120906NAL0021815169001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SHR Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SHR Advisors Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score