How big is Shawn Keller, PLLC's plan?

Shawn Keller, PLLC's plan reported $378K in assets and 11 participants for 2024.

Original filing (PDF)20250529140328NAL0004861219002

Shawn Keller, PLLC

Name: Shawn Keller, PLLC — Smiles by Design 401(k) Plan, Form 5500 (2024)
Creator: Shawn Keller, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smiles by Design 401(k) Plan

401(k) retirement plan · Shawn Keller, PLLC's Smiles by Design 401(k) Plan held $378K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

People on this filing

Anna Saenz signed Shawn Keller, PLLC's 2024 Form 5500 as plan administrator.

Anna Saenz — 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

Shawn Keller, PLLC's EIN is 75-3120300.

EIN 75-3120300

Plan number 001

Plan year 2024

ACK ID 20250529140328NAL0004861219002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shawn Keller, PLLC's plan includes profit-sharing, a 401(k) feature, 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 SHAWN KELLER, PLLC.

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