How big is Shields Management Inc.'s plan?

Shields Management Inc.'s plan reported $973 in assets and 5 participants for 2024.

Original filing (PDF)20250929135308NAL0011379201001

Shields Management Inc.

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

Form 5500-SF

FILING_RECEIVED

Shields Management Inc. MCF Benefit Plan

Health & welfare plan · Shields Management Inc.'s Shields Management Inc. MCF Benefit Plan held $973 in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$973

Net assets (EOY)

$272

People on this filing

KARA Corches signed Shields Management Inc.'s 2024 Form 5500 as plan administrator.

KARA Corches — 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

Shields Management Inc.'s EIN is 43-1861960.

EIN 43-1861960

Plan number 502

Plan year 2024

ACK ID 20250929135308NAL0011379201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shields Management Inc.'s plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score