How big is Shields Meneley Partners LLC's plan?

Shields Meneley Partners LLC's plan reported $601K in assets and 8 participants for 2022.

Original filing (PDF)20231010063642NAL0055944274001

Shields Meneley Partners LLC

Name: Shields Meneley Partners LLC — Shields Meneley, Form 5500 (2022)
Creator: Shields Meneley Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shields Meneley Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Shields Meneley Partners LLC's Shields Meneley Partners LLC 401(k) Profit Sharing Plan held $601K in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$601K

People on this filing

Megan D'AGUilar signed Shields Meneley Partners LLC's 2022 Form 5500 as plan administrator.

Megan D'AGUilar — 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

Shields Meneley Partners LLC's EIN is 30-0175726.

EIN 30-0175726

Plan number 001

Plan year 2022

ACK ID 20231010063642NAL0055944274001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Shields Meneley Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Shields Meneley Partners LLC'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 SHIELDS MENELEY PARTNERS 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