How big is Shields Legal Group, PC's plan?

Shields Legal Group, PC's plan reported $1.1M in assets and 22 participants for 2024.

Original filing (PDF)20250930114051NAL0029227170001

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 Profit Sharing Plan

Defined-contribution retirement plan · Shields Legal Group, PC's Shields Legal Group, PC Profit Sharing Plan held $1.1M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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
Catherine Shields — Employer / Plan Sponsor — 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 003

Plan year 2024

ACK ID 20250930114051NAL0029227170001

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.

Decision-maker contacts

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

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Plan health score

Above-average plan

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