How big is Shaffer Wealth Management, LLC's plan?

Shaffer Wealth Management, LLC's plan reported $707K in assets and 4 participants for 2024.

Original filing (PDF)20250617081715NAL0000727923001

Shaffer Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Shaffer Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Shaffer Wealth Management, LLC's Shaffer Wealth Management, LLC 401(k) Profit Sharing Plan held $707K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

Plan identifiers

Shaffer Wealth Management, LLC's EIN is 46-2820581.

EIN 46-2820581

Plan number 001

Plan year 2024

ACK ID 20250617081715NAL0000727923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shaffer Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shaffer Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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