How big is Shift, LLC's plan?

Shift, LLC's plan reported $278K in assets and 14 participants for 2023.

Original filing (PDF)20240919050540NAL0007621296001

Shift, LLC

Name: Shift, LLC — Shift, LLC 401(k) Profit Sharing Plan, Form 5500 (2023)
Creator: Shift, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shift, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Shift, LLC's Shift, LLC 401(k) Profit Sharing Plan held $278K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

People on this filing

Morgan Stimmell signed Shift, LLC's 2023 Form 5500 as plan administrator.

Morgan Stimmell — 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

Shift, LLC's EIN is 45-1070568.

EIN 45-1070568

Plan number 001

Plan year 2023

ACK ID 20240919050540NAL0007621296001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shift, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shift, 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 SHIFT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SHIFT, LLC

EIN

all filings

Address

242 WEST MAIN STREET, # 273 · HENDERSONVILLE, TN · 37075

Phone

(715) 207-9732

Industry

Retail Trade

Plan administrator