How big is Shakespeare Wealth Management LLC's plan?

Shakespeare Wealth Management LLC's plan reported $5.2M in assets and 7 participants for 2025.

Original filing (PDF)20260213172034NAL0001757570001

Shakespeare Wealth Management LLC

Name: Shakespeare Wealth Management LLC — Shakespeare, Form 5500 (2025)
Creator: Shakespeare Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shakespeare Wealth Management, LLC Retirement Savings Plan

401(k) retirement plan · Shakespeare Wealth Management LLC's Shakespeare Wealth Management, LLC Retirement Savings Plan held $5.2M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Andrea Bulen signed Shakespeare Wealth Management LLC's 2025 Form 5500 as plan administrator.

Andrea Bulen — 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

Shakespeare Wealth Management LLC's EIN is 39-1944977.

EIN 39-1944977

Plan number 002

Plan year 2025

ACK ID 20260213172034NAL0001757570001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shakespeare Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shakespeare Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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