How big is Stephen D. Shankman & Associates' plan?

Stephen D. Shankman & Associates' plan reported $10.9M in assets and 96 participants for 2024.

Original filing (PDF)20251027074927NAL0014836226001

Stephen D. Shankman & Associates

Name: Stephen D. Shankman & Associates — Stephen D., Form 5500 (2024)
Creator: Stephen D. Shankman & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen D. Shankman & Associates 401(k) Plan

401(k) retirement plan · Stephen D. Shankman & Associates' Stephen D. Shankman & Associates 401(k) Plan held $10.9M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

Karen Shankman signed Stephen D. Shankman & Associates' 2024 Form 5500 as plan administrator.

Karen Shankman — 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

Stephen D. Shankman & Associates' EIN is 34-1285471.

EIN 34-1285471

Plan number 002

Plan year 2024

ACK ID 20251027074927NAL0014836226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen D. Shankman & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen D. Shankman & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN D. SHANKMAN & ASSOCIATES.

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Plan health score

Above-average plan

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

Knocking points off