Original filing (PDF)20231018093729NAL0055285968001

Shakespeare Wealth Management, LLC

Name: Shakespeare Wealth Management, LLC — Shakespeare, Form 5500 (2022)
Creator: Shakespeare Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shakespeare Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Shakespeare Wealth Management, LLC's Shakespeare Wealth Management, LLC Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kevin Reardon signed Shakespeare Wealth Management, LLC's 2022 Form 5500 as plan administrator.

Kevin Reardon — 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 003

Plan year 2022

ACK ID 20231018093729NAL0055285968001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Shakespeare Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Shakespeare Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAKESPEARE WEALTH 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score