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SHAKERS 401(K) RETIREMENT PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250307115111NAL0019582224001
SHAKERS 401(K) RETIREMENT PLAN
Form 5500-SF
FILING_RECEIVED
SHAKERS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
68
Accounts w/ balance
31
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
SHAKERS 401(K) RETIREMENT PLAN
.
Find decision makers
Plan sponsor
Name
SHAKERS 401(K) RETIREMENT PLAN
EIN
54-1343253
Address
106 GOLDENROD PL · LYNCHBERG, VA · 245023452
Phone
(434) 385-1990
Industry
Accommodation & Food Services
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
2025-03-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
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HOMER'S PIZZA, INC.
HOMER'S PIZZA, INC. STANDARDIZED PROFIT SHARING PLAN
65
Knocking points off
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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.
$2.4M · 50 participants
BRADFORD CLUB INC
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NG DB MT FIXED INCOME FUND
$13.0B
