How big is Shelter Homes' plan?

Shelter Homes' plan reported $1.1M in assets and 27 participants for 2025.

Original filing (PDF)20260413092037NAL0010287219001

Shelter Homes

Name: Shelter Homes — Shelter Homes 401(k) Profit Sharing, Form 5500 (2025)
Creator: Shelter Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelter Homes 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Shelter Homes' Shelter Homes 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jennifer Gregg signed Shelter Homes' 2025 Form 5500 as plan administrator.

Jennifer Gregg — 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

Shelter Homes' EIN is 36-4838733.

EIN 36-4838733

Plan number 001

Plan year 2025

ACK ID 20260413092037NAL0010287219001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shelter Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shelter Homes' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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