How big is Suggs-Nicholas-SHEA, Inc.'s plan?

Suggs-Nicholas-SHEA, Inc.'s plan reported $880K in assets and 9 participants for 2024.

Original filing (PDF)20251013134326NAL0001356881001

Suggs-Nicholas-SHEA, Inc.

Name: Suggs-Nicholas-SHEA, Inc. — Suggs-Nicholas-SHEA, Form 5500 (2024)
Creator: Suggs-Nicholas-SHEA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Suggs-Nicholas-SHEA, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Suggs-Nicholas-SHEA, Inc.'s Suggs-Nicholas-SHEA, Inc. 401(k) Profit Sharing Plan and Trust held $880K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

People on this filing

Ray Goeke, Jr. signed Suggs-Nicholas-SHEA, Inc.'s 2024 Form 5500 as plan administrator.

Ray Goeke, Jr. — 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

Suggs-Nicholas-SHEA, Inc.'s EIN is 20-8586285.

EIN 20-8586285

Plan number 002

Plan year 2024

ACK ID 20251013134326NAL0001356881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Suggs-Nicholas-SHEA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Suggs-Nicholas-SHEA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 SUGGS-NICHOLAS-SHEA, INC..

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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