How big is Shift, Inc.'s plan?

Shift, Inc.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250707144051NAL0003888049001

Shift, Inc.

Name: Shift, Inc. — Shift, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Shift, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shift, Inc. 401(k) Plan

401(k) retirement plan · Shift, Inc.'s Shift, Inc. 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Shift, Inc.'s EIN is 52-2275135.

EIN 52-2275135

Plan number 001

Plan year 2024

ACK ID 20250707144051NAL0003888049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shift, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shift, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (100th percentile).

Plan sponsor

Name

SHIFT, INC.

EIN

all filings

Address

1407 FLEET STREET, SUITE 200 · BALTIMORE, MD · 21231

Phone

(410) 276-1186

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator