How big is Sheftel Associates LLC's plan?

Sheftel Associates LLC's plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20250421093504NAL0001849683001

Sheftel Associates LLC

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

Form 5500-SF

FILING_RECEIVED

Sheftel Associates LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sheftel Associates LLC's Sheftel Associates LLC 401(k) Profit Sharing Plan & Trust held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Edward Rojas signed Sheftel Associates LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Sheftel Associates LLC's EIN is 40-0026391.

EIN 40-0026391

Plan number 001

Plan year 2024

ACK ID 20250421093504NAL0001849683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sheftel Associates LLC's 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 SHEFTEL ASSOCIATES 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