How big is Shields and Shields, PC.'s plan?

Shields and Shields, PC.'s plan reported $1.8M in assets and 14 participants for 2024.

Original filing (PDF)20250805093649NAL0002093920001

Shields and Shields, PC.

Name: Shields and Shields, PC. — Shields and Shields, PC., Form 5500 (2024)
Creator: Shields and Shields, PC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shields and Shields, PC. 401(k) Profit Sharing Plan

401(k) retirement plan · Shields and Shields, PC.'s Shields and Shields, PC. 401(k) Profit Sharing Plan held $1.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

David Lashinsky signed Shields and Shields, PC.'s 2024 Form 5500 as plan administrator.

David Lashinsky — 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

Shields and Shields, PC.'s EIN is 23-2025203.

EIN 23-2025203

Plan number 004

Plan year 2024

ACK ID 20250805093649NAL0002093920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shields and Shields, PC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shields and Shields, PC.'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 SHIELDS AND SHIELDS, PC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SHIELDS AND SHIELDS, PC.

EIN

all filings

Address

840 WALNUT STREET SUITE 1440 · PHILADELPHIA, PA · 191075599

Phone

(999) 999-9999

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator