Shaw, Moses, Mendenhall & Associates 401(k) Retirement Plan
401(k) retirement plan · Shaw, Moses, Mendenhall & Associates' Shaw, Moses, Mendenhall & Associates 401(k) Retirement Plan held $1.3M in plan assets for 17 participants in 2024.
Signals · 1
Late filing · 1.8 mo
Active participants
17
Accounts w/ balance
14
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score
Above-average plan
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
93
Total plan cost
n/a
Plan health
42
Vendor & structure
100
Knocking points off
Filed 1.8 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAW, MOSES, MENDENHALL & ASSOCIATES.
