How big is SHEA Law Group's plan?

SHEA Law Group's plan reported $798K in assets and 10 participants for 2024.

Original filing (PDF)20250729105716NAL0003144177002

SHEA Law Group

Name: SHEA Law Group — SHEA Law Group Retirement Trust, Form 5500 (2024)
Creator: SHEA Law Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHEA Law Group Retirement Trust

401(k) retirement plan · SHEA Law Group's SHEA Law Group Retirement Trust held $798K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

Sharon Wiseman signed SHEA Law Group's 2024 Form 5500 as plan administrator.

Sharon Wiseman — 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

SHEA Law Group's EIN is 36-4183563.

EIN 36-4183563

Plan number 001

Plan year 2024

ACK ID 20250729105716NAL0003144177002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SHEA Law Group'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

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

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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