How big is Scott Sheldon, LLC's plan?

Scott Sheldon, LLC's plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20250820181032NAL0006104720001

Scott Sheldon, LLC

Name: Scott Sheldon, LLC — Scott Sheldon LLC 401(k), Form 5500 (2024)
Creator: Scott Sheldon, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Sheldon LLC 401(k) Retirement Plan

401(k) retirement plan · Scott Sheldon, LLC's Scott Sheldon LLC 401(k) Retirement Plan held $1.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Heather Stewart signed Scott Sheldon, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Scott Sheldon, LLC's EIN is 20-8241659.

EIN 20-8241659

Plan number 001

Plan year 2024

ACK ID 20250820181032NAL0006104720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Sheldon, LLC's plan includes profit-sharing, 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 SCOTT SHELDON, 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