How big is Shoemaker Ghiselli Schwartz, LLC's plan?

Shoemaker Ghiselli Schwartz, LLC's plan reported $3.4M in assets and 6 participants for 2024.

Original filing (PDF)20250514111323NAL0014128963001

Shoemaker Ghiselli Schwartz, LLC

Name: Shoemaker Ghiselli Schwartz, LLC — Shoemaker, Form 5500 (2024)
Creator: Shoemaker Ghiselli Schwartz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shoemaker Ghiselli Schwartz, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Shoemaker Ghiselli Schwartz, LLC's Shoemaker Ghiselli Schwartz, LLC 401(k) Profit Sharing Plan held $3.4M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Shoemaker Ghiselli Schwartz, LLC's EIN is 26-4571320.

EIN 26-4571320

Plan number 001

Plan year 2024

ACK ID 20250514111323NAL0014128963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shoemaker Ghiselli Schwartz, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHOEMAKER GHISELLI SCHWARTZ, 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