Original filing (PDF)20250814095122NAL0027580914001

THE SHEWARD PARTNERSHIP, LLC

Name: THE SHEWARD PARTNERSHIP, LLC — THE SHEWARD PARTNERSHIP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE SHEWARD PARTNERSHIP, LLC

Form 5500-SF

FILING_RECEIVED

THE SHEWARD PARTNERSHIP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SHEWARD PARTNERSHIP, LLC.

Plan sponsor

Name

THE SHEWARD PARTNERSHIP, LLC

EIN

23-2843902

Address

2300 CHESTNUT ST · PHILADELPHIA, PA · 191034331

Phone

(215) 751-9301

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SOL HARRIS/DAY ARCHITECTURE, INC.

SOL HARRIS/DAY ARCHITECTURE, INC. PROFIT SHARING PLAN

$5.4M · 29 participants

FIELD PAOLI ARCHITECTS INC.

FIELD PAOLI ARCHITECTS INC. 401-K & PROFIT SHARING PLAN

$5.4M · 23 participants

CUSTOM DESIGN, INC.

CUSTOM DESIGN, INC. RETIREMENT SAVINGS PLAN

$5.4M · 17 participants

MARK P. FINLAY ARCHITECTS, AIA

MARK P. FINLAY ARCHITECTS, AIA SAVINGS AND INCENTIVE PLAN

$5.4M · 17 participants

LWC INCORPORATED

LWC INCORPORATED 401(K) PLAN