How big is SHRM, Inc.'s plan?

SHRM, Inc.'s plan reported $289K in assets and 4 participants for 2024.

Original filing (PDF)20250618164036NAL0002660465001

SHRM, Inc.

Name: SHRM, Inc. — SHRM Puerto Rico Retirement Plan, Form 5500 (2024)
Creator: SHRM, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHRM Puerto Rico Retirement Plan

401(k) retirement plan · SHRM, Inc.'s SHRM Puerto Rico Retirement Plan held $289K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

Plan identifiers

SHRM, Inc.'s EIN is 66-0371439.

EIN 66-0371439

Plan number 001

Plan year 2024

ACK ID 20250618164036NAL0002660465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SHRM, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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.

Plan sponsor

Name

SHRM, INC.

EIN

all filings

Address

PO BOX 361761 · SAN JUAN, PR · 009361761

Phone

(787) 767-2141

Industry

All Other Professional Services· Professional & Technical Services

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

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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