How big is The Shared Living Collaborative, Inc.'s plan?

The Shared Living Collaborative, Inc.'s plan reported $1.7M in assets and 203 participants for 2024.

Original filing (PDF)20250522041251NAL0004116544001

The Shared Living Collaborative, Inc.

Name: The Shared Living Collaborative, Inc. — The Shared, Form 5500 (2024)
Creator: The Shared Living Collaborative, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Shared Living Collaborative 403(b) Plan

401(k) retirement plan · The Shared Living Collaborative, Inc.'s The Shared Living Collaborative 403(b) Plan held $1.7M in plan assets for 203 participants in 2024.

Signals · 1

No auditor on file

Active participants

203

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

The Shared Living Collaborative, Inc.'s EIN is 20-5950420.

EIN 20-5950420

Plan number 001

Plan year 2024

ACK ID 20250522041251NAL0004116544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Shared Living Collaborative, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Shared Living Collaborative, Inc.'s plan includes a 403(b) annuity, 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 THE SHARED LIVING COLLABORATIVE, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score