How big is Shear Family Office, LLC's plan?

Shear Family Office, LLC's plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20250605114734NAL0020326496001

Shear Family Office, LLC

Name: Shear Family Office, LLC — Shear Family Office, LLC, Form 5500 (2024)
Creator: Shear Family Office, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shear Family Office, LLC 401(k) Plan

401(k) retirement plan · Shear Family Office, LLC's Shear Family Office, LLC 401(k) Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Richard Roadarmel signed Shear Family Office, LLC's 2024 Form 5500 as plan administrator.

Richard Roadarmel — 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

Shear Family Office, LLC's EIN is 47-3681983.

EIN 47-3681983

Plan number 001

Plan year 2024

ACK ID 20250605114734NAL0020326496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shear Family Office, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shear Family Office, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEAR FAMILY OFFICE, 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