How big is SHP Financial's plan?

SHP Financial's plan reported $3.8M in assets and 46 participants for 2024.

Original filing (PDF)20251014144423NAL0006392386001

SHP Financial

Name: SHP Financial — SHP Financial 401(k) Plan, Form 5500 (2024)
Creator: SHP Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHP Financial 401(k) Plan

401(k) retirement plan · SHP Financial's SHP Financial 401(k) Plan held $3.8M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Michelle Short signed SHP Financial's 2024 Form 5500 as plan administrator.

Michelle Short — 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

SHP Financial's EIN is 41-2112103.

EIN 41-2112103

Plan number 001

Plan year 2024

ACK ID 20251014144423NAL0006392386001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SHP Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SHP FINANCIAL

EIN

all filings

Address

225 WATER STREET · SUITE C210 · PLYMOUTH, MA · 02360

Phone

(508) 746-2400

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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