Original filing (PDF)20250325152226NAL0014332545001

SHAPIRO FINANCIAL ADVISORS SOUTH, LLC

Name: SHAPIRO FINANCIAL ADVISORS SOUTH, LLC — SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: SHAPIRO FINANCIAL ADVISORS SOUTH, LLC

Form 5500-SF

FILING_RECEIVED

SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$908K

Net assets (EOY)

$908K

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAPIRO FINANCIAL ADVISORS SOUTH, LLC.

Plan sponsor

Name

SHAPIRO FINANCIAL ADVISORS SOUTH, LLC

EIN

46-2882547all filings

Address

3569 NW 61ST CIRCLE · BOCA RATON, FL · 33496

Phone

(410) 486-5700

Industry

Finance & Insurancesee all

Plan administrator