How big is Shenkin Preston Hellman & Associates' plan?

Shenkin Preston Hellman & Associates' plan reported $15K in assets and 1 participants for 2024.

Original filing (PDF)20251014143344NAL0006348866001

Shenkin Preston Hellman & Associates

Name: Shenkin Preston Hellman & Associates — Shenkin, Form 5500 (2024)
Creator: Shenkin Preston Hellman & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shenkin Digiuseppe Hellman & Associates 401(k) Plan and Trust

401(k) retirement plan · Shenkin Preston Hellman & Associates' Shenkin Digiuseppe Hellman & Associates 401(k) Plan and Trust held $15K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

Shenkin Preston Hellman & Associates' EIN is 46-3986143.

EIN 46-3986143

Plan number 001

Plan year 2024

ACK ID 20251014143344NAL0006348866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shenkin Preston Hellman & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shenkin Preston Hellman & Associates' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHENKIN PRESTON HELLMAN & ASSOCIATES.

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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 (96th percentile).

Plan sponsor

Name

SHENKIN PRESTON HELLMAN & ASSOCIATES

DBA

SHENKIN DIGIUSEPPE HELLMAN & ASSOCIATES

EIN

all filings

Address

16633 VENTURA BLVD STE 540 · ENCINO, CA · 914361814

Phone

(818) 337-4710

Industry