Original filing (PDF)20250930123020NAL0029334210001

SHAINIS & PELTZMAN, CHARTERED

Name: SHAINIS & PELTZMAN, CHARTERED — SHAINIS & PELTZMAN, CHARTERED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHAINIS & PELTZMAN, CHARTERED

Form 5500-SF

FILING_RECEIVED

SHAINIS & PELTZMAN, CHARTERED PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

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 (99th 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 SHAINIS & PELTZMAN, CHARTERED.

Plan sponsor

Name

SHAINIS & PELTZMAN, CHARTERED

EIN

52-1985664all filings

Address

1850 M STREET NW STE 240 · WASHINGTON, DC · 200365840

Phone

(202) 293-0011

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