How big is Shelly Management Services' plan?

Shelly Management Services' plan reported $6K in assets and 2 participants for 2024.

Original filing (PDF)20251126140904NAL0009505218001

Shelly Management Services

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

Form 5500-SF

FILING_RECEIVED

Shelly Management Services SOCA Benefit Plan

Health & welfare plan · Shelly Management Services' Shelly Management Services SOCA Benefit Plan held $6K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed Shelly Management Services' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Shelly Management Services' EIN is 27-0497757.

EIN 27-0497757

Plan number 501

Plan year 2024

ACK ID 20251126140904NAL0009505218001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shelly Management Services' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELLY MANAGEMENT SERVICES.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score