How big is SHB Group LLC's plan?

SHB Group LLC's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250922094642NAL0005049777001

SHB Group LLC

Name: SHB Group LLC — Bathsheba Epstein-Hersko 401(k), Form 5500 (2024)
Creator: SHB Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bathsheba Epstein-Hersko 401(k) Profit Sharing Plan

401(k) retirement plan · SHB Group LLC's Bathsheba Epstein-Hersko 401(k) Profit Sharing Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Bathsheba Epstein-Hersko signed SHB Group LLC's 2024 Form 5500 as plan administrator.

Bathsheba Epstein-Hersko — 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

SHB Group LLC's EIN is 47-4176036.

EIN 47-4176036

Plan number 001

Plan year 2024

ACK ID 20250922094642NAL0005049777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SHB Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SHB Group 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 SHB GROUP 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