How big is Shelter Rock Management LLC's plan?

Shelter Rock Management LLC's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20251014143246NAL0004251056001

Shelter Rock Management LLC

Name: Shelter Rock Management LLC — Shelter Rock, Form 5500 (2024)
Creator: Shelter Rock Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelter Rock Management LLC 401(k) Plan

401(k) retirement plan · Shelter Rock Management LLC's Shelter Rock Management LLC 401(k) Plan held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Shelter Rock Management LLC's EIN is 38-3746374.

EIN 38-3746374

Plan number 001

Plan year 2024

ACK ID 20251014143246NAL0004251056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelter Rock Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelter Rock Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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