How big is Shareholder Services, LLC.'s plan?

Shareholder Services, LLC.'s plan reported $476K in assets and 8 participants for 2024.

Original filing (PDF)20251010094310NAL0017571474001

Shareholder Services, LLC.

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

Form 5500-SF

FILING_RECEIVED

Shareholder Services, LLC. 401(k) Plan

401(k) retirement plan · Shareholder Services, LLC.'s Shareholder Services, LLC. 401(k) Plan held $476K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

People on this filing

Nicholas Lefevre signed Shareholder Services, LLC.'s 2024 Form 5500 as plan administrator.

Nicholas Lefevre — 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

Shareholder Services, LLC.'s EIN is 32-0207381.

EIN 32-0207381

Plan number 001

Plan year 2024

ACK ID 20251010094310NAL0017571474001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shareholder Services, 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 SHAREHOLDER SERVICES, 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