How big is The Shelton Group's plan?

The Shelton Group's plan reported $809 in assets and 2 participants for 2024.

Original filing (PDF)20251126141211NAL0009523826001

The Shelton Group

Name: The Shelton Group — The Shelton Group SOCA Benefit, Form 5500 (2024)
Creator: The Shelton Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Shelton Group SOCA Benefit Plan

Health & welfare plan · The Shelton Group's The Shelton Group SOCA Benefit Plan held $809 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$809

Net assets (EOY)

$277

People on this filing

Matt Appenzeller signed The Shelton Group's 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

The Shelton Group's EIN is 27-1599675.

EIN 27-1599675

Plan number 501

Plan year 2024

ACK ID 20251126141211NAL0009523826001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Shelton Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Shelton Group's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SHELTON GROUP.

Finding similar companies…

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