How big is Peter Shannon & Co.'s plan?

Peter Shannon & Co.'s plan reported $4.7M in assets and 10 participants for 2024.

Original filing (PDF)20250610133045NAL0011639907001

Peter Shannon & Co.

Name: Peter Shannon & Co. — Peter Shannon & Co. 401(k), Form 5500 (2024)
Creator: Peter Shannon & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Shannon & Co. 401(k) Profit Sharing Plan

401(k) retirement plan · Peter Shannon & Co.'s Peter Shannon & Co. 401(k) Profit Sharing Plan held $4.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Peter Shannon & Co.'s EIN is 36-3952019.

EIN 36-3952019

Plan number 001

Plan year 2024

ACK ID 20250610133045NAL0011639907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Shannon & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Shannon & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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