· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WEBB SHACKLE — WEBB SHACKLE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260128161116NAL0003517425001
WEBB SHACKLE
Form 5500-SF
FILING_RECEIVED
WEBB SHACKLE 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$262K
Net assets (EOY)
$262K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEBB SHACKLE
.
Find decision makers
Plan sponsor
Name
WEBB SHACKLE
EIN
45-3797631
Address
9025 RIVER RD STE 105 · INDIANAPOLIS, IN · 462406443
Phone
(317) 218-3909
Industry
Professional & Technical Services
see all
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
2026-01-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
COMPASS CFO SOLUTIONS, LLC
COMPASS CFO SOLUTIONS 401(K) PLAN
$262K · 11 participants
O & Z ACCOUNTING LLC
O & Z ACCOUNTING LLC 401(K) PROFIT SHARING PLAN & TRUST
$261K · 9 participants
ISOLDI BOOKKEEPING SERVICES, LLC
ISOLDI BOOKKEEPING SERVICES, LLC 401(K) PLAN
$263K · 5 participants
J ALLEN ACCOUNTING SERVICES IN
J ALLEN ACCOUNTING SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST
$261K · 3 participants
NON-PROFIT ACCOUNTING SOLUTIONS, LLC
100
Knocking points off
Filed 2.4 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NON-PROFIT ACCOUNTING SOLUTIONS, LLC 401(K) PLAN
$264K · 5 participants
PEERLESS CFO SERVICES
PEERLESS CFO SERVICES 401(K) PLAN
$260K · 12 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
