How big is Shaker Investments' plan?

Shaker Investments' plan reported $50K in assets and 7 participants for 2024.

Original filing (PDF)20251126141102NAL0004745201001

Shaker Investments

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

Form 5500-SF

FILING_RECEIVED

Shaker Investments SOCA Benefit Plan

Health & welfare plan · Shaker Investments' Shaker Investments SOCA Benefit Plan held $50K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$50K

Net assets (EOY)

$17K

People on this filing

Matt Appenzeller signed Shaker Investments' 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

Shaker Investments' EIN is 34-1970851.

EIN 34-1970851

Plan number 501

Plan year 2024

ACK ID 20251126141102NAL0004745201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shaker Investments' plan includes health coverage.

Decision-maker contacts

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

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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