How big is Shank Wealth Management's plan?

Shank Wealth Management's plan reported $393K in assets and 4 participants for 2024.

Original filing (PDF)20250602112332NAL0017329776001

Shank Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Shank Wealth Management 401(k) Plan

401(k) retirement plan · Shank Wealth Management's Shank Wealth Management 401(k) Plan held $393K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Megan Gaskamp signed Shank Wealth Management's 2024 Form 5500 as plan administrator.

Megan Gaskamp — 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

Shank Wealth Management's EIN is 20-5774321.

EIN 20-5774321

Plan number 001

Plan year 2024

ACK ID 20250602112332NAL0017329776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shank Wealth Management'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 SHANK WEALTH MANAGEMENT.

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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