How big is SHR Management LLC's plan?

SHR Management LLC's plan reported $238K in assets and 5 participants for 2024.

Original filing (PDF)20250704092808NAL0000740067001

SHR Management LLC

Name: SHR Management LLC — SHR Management, LLC, Form 5500 (2024)
Creator: SHR Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHR Management, LLC

401(k) retirement plan · SHR Management LLC's SHR Management, LLC held $238K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Shirley Horner signed SHR Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

SHR Management LLC's EIN is 20-5110970.

EIN 20-5110970

Plan number 001

Plan year 2024

ACK ID 20250704092808NAL0000740067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SHR Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SHR Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHR 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

Knocking points off