How big is Shulman Demeo Asset Management, LLC's plan?

Shulman Demeo Asset Management, LLC's plan reported $7.9M in assets and 5 participants for 2025.

Original filing (PDF)20260501143549NAL0001326337001

Shulman Demeo Asset Management, LLC

Name: Shulman Demeo Asset Management, LLC — Shulman Demeo, Form 5500 (2025)
Creator: Shulman Demeo Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shulman Demeo Asset Management, LLC 401(k) Plan

401(k) retirement plan · Shulman Demeo Asset Management, LLC's Shulman Demeo Asset Management, LLC 401(k) Plan held $7.9M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Shulman Demeo Asset Management, LLC's EIN is 20-8057963.

EIN 20-8057963

Plan number 001

Plan year 2025

ACK ID 20260501143549NAL0001326337001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shulman Demeo Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shulman Demeo Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score