How big is Shortlist Digital, Inc. DBA Shortlist Mgmt's plan?

Shortlist Digital, Inc. DBA Shortlist Mgmt's plan reported $966K in assets and 3 participants for 2024.

Original filing (PDF)20250916153711NAL0001265811001

Shortlist Digital, Inc. DBA Shortlist Mgmt

Name: Shortlist Digital, Inc. DBA Shortlist Mgmt — Form 5500 Plan 001 (2024)
Creator: Shortlist Digital, Inc. DBA Shortlist Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shortlist Mgmt Retirement Plan

401(k) retirement plan · Shortlist Digital, Inc. DBA Shortlist Mgmt's Shortlist Mgmt Retirement Plan held $966K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$966K

Net assets (EOY)

$966K

Plan identifiers

Shortlist Digital, Inc. DBA Shortlist Mgmt's EIN is 27-1252733.

EIN 27-1252733

Plan number 001

Plan year 2024

ACK ID 20250916153711NAL0001265811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shortlist Digital, Inc. DBA Shortlist Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shortlist Digital, Inc. DBA Shortlist Mgmt'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 SHORTLIST DIGITAL, INC. DBA SHORTLIST MGMT.

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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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SHORTLIST DIGITAL, INC. DBA SHORTLIST MGMT

EIN

all filings

Address

9301 WILSHIRE BLVD., STE 507 · BEVERLY HILLS, CA · 90210

Phone

(310) 271-9444

Industry

Arts, Entertainment, Recreation

Plan administrator