Original filing (PDF)20250325101538NAL0010113155001

SHANE AND SHANE, P.A.

Name: SHANE AND SHANE, P.A. — SHANE AND SHANE, P.A. RETIREMENT PLAN, Form 5500 (2024)
Creator: SHANE AND SHANE, P.A.

Form 5500-SF

FILING_RECEIVED

SHANE AND SHANE, P.A. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHANE AND SHANE, P.A..

Plan sponsor

Name

SHANE AND SHANE, P.A.

EIN

59-2567398

Address

500 WEST CYPRESS CREEK RD, STE 470 · FORT LAUDERDALE, FL · 33309

Phone

(954) 772-8782

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

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