How big is Shoop Wealth Management's plan?

Shoop Wealth Management's plan reported $297K in assets and 5 participants for 2024.

Original filing (PDF)20250409143320NAL0019949633001

Shoop Wealth Management

Name: Shoop Wealth Management — Shoop Wealth Management, Form 5500 (2024)
Creator: Shoop Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shoop Wealth Management 401(k) Plan

401(k) retirement plan · Shoop Wealth Management's Shoop Wealth Management 401(k) Plan held $297K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

People on this filing

Ryan Shoop signed Shoop Wealth Management's 2024 Form 5500 as plan administrator.

Ryan Shoop — 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

Shoop Wealth Management's EIN is 27-0458530.

EIN 27-0458530

Plan number 001

Plan year 2024

ACK ID 20250409143320NAL0019949633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shoop Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shoop Wealth Management'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 SHOOP WEALTH MANAGEMENT.

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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