How big is Shields Legal Group PC's plan?

Shields Legal Group PC's plan reported $9.9M in assets and 22 participants for 2024.

Original filing (PDF)20250620121849NAL0005780288001

Shields Legal Group PC

Name: Shields Legal Group PC — Shields Legal Group PC, Form 5500 (2024)
Creator: Shields Legal Group PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shields Legal Group PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Shields Legal Group PC's Shields Legal Group PC 401(k) Profit Sharing Plan & Trust held $9.9M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Katie Hoefert signed Shields Legal Group PC's 2024 Form 5500 as plan administrator.

Katie Hoefert — 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

Shields Legal Group PC's EIN is 75-2630281.

EIN 75-2630281

Plan number 001

Plan year 2024

ACK ID 20250620121849NAL0005780288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shields Legal Group PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shields Legal Group PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIELDS LEGAL GROUP PC.

Finding similar companies…

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