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SOCIETY OF HEALTH AND PHYSICAL EDUCATORS — SHAPE AMERICA RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250502111155NAL0004533937001
SOCIETY OF HEALTH AND PHYSICAL EDUCATORS
Form 5500-SF
FILING_RECEIVED
SHAPE AMERICA RETIREMENT PLAN
403(b) retirement plan
Active participants
19
Accounts w/ balance
35
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOCIETY OF HEALTH AND PHYSICAL EDUCATORS
.
Find decision makers
Plan sponsor
Name
SOCIETY OF HEALTH AND PHYSICAL EDUCATORS
EIN
52-0886491
Address
9050 JUNCTION DR STE A · ANNAPOLIS JUNCTION, MD · 207011150
Phone
(703) 476-3409
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY
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$4.8M · 17 participants
SAVE THE SOUND, INC.
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$4.8M · 50 participants
ADEC, INC.
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$4.8M · 314 participants
FIREMENS ASSOCIATION OF THE STATE OF NEW YORK
FIREMENS ASSOCIATION OF THE STATE OF NEW YORK 401(K) RETIREMENT PLAN
$4.8M · 120 participants
BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA 401K PLAN
$4.8M · 247 participants
INTERFAITH AMERICA
INTERFAITH AMERICA 403(B) RETIREMENT PLAN
$4.8M · 75 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
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$56.1B
LOCKHEED MARTIN CORPORATION
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T. ROWE PRICE TRUST COMPANY
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$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
