How big is Leo M. Shortino Family Foundation's plan?

Leo M. Shortino Family Foundation's plan reported $136K in assets and 2 participants for 2024.

Original filing (PDF)20250505144241NAL0005915699001

Leo M. Shortino Family Foundation

Name: Leo M. Shortino Family Foundation — Shortino 403(b), Form 5500 (2024)
Creator: Leo M. Shortino Family Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shortino 403(b) Retirement Plan

403(b) retirement plan · Leo M. Shortino Family Foundation's Shortino 403(b) Retirement Plan held $136K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

People on this filing

MARA Williams LOW signed Leo M. Shortino Family Foundation's 2024 Form 5500 as plan administrator.

MARA Williams LOW — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leo M. Shortino Family Foundation's EIN is 68-0237238.

EIN 68-0237238

Plan number 001

Plan year 2024

ACK ID 20250505144241NAL0005915699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leo M. Shortino Family Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leo M. Shortino Family Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEO M. SHORTINO FAMILY FOUNDATION.

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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