Original filing (PDF)20251126141102NAL0004745201001

SHAKER INVESTMENTS

Name: SHAKER INVESTMENTS — SHAKER INVESTMENTS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: SHAKER INVESTMENTS

Form 5500-SF

FILING_RECEIVED

SHAKER INVESTMENTS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$50K

Net assets (EOY)

$17K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAKER INVESTMENTS.

Plan sponsor

Name

SHAKER INVESTMENTS

EIN

34-1970851

Address

3201 ENTERPRISE PKWY · BEACHWOOD, OH · 44122

Phone

(216) 292-2950

Industry

Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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