How big is SHEA & McIntyre, APC's plan?

SHEA & McIntyre, APC's plan reported $5.1M in assets and 5 participants for 2025.

Original filing (PDF)20260504121745NAL0004904352001

SHEA & McIntyre, APC

Name: SHEA & McIntyre, APC — SHEA & McIntyre, APC, Form 5500 (2025)
Creator: SHEA & McIntyre, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHEA & McIntyre, APC Retirement Savings Plan & Trust

401(k) retirement plan · SHEA & McIntyre, APC's SHEA & McIntyre, APC Retirement Savings Plan & Trust held $5.1M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Marianna Belli signed SHEA & McIntyre, APC's 2025 Form 5500 as plan administrator.

Marianna Belli — 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

SHEA & McIntyre, APC's EIN is 77-0330426.

EIN 77-0330426

Plan number 001

Plan year 2025

ACK ID 20260504121745NAL0004904352001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SHEA & McIntyre, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SHEA & McIntyre, APC'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 SHEA & MCINTYRE, APC.

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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.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SHEA & MCINTYRE, APC

EIN

all filings

Address

2166 THE ALAMEDA · SAN JOSE, CA · 95126

Phone

(408) 298-6611

Industry

Law Offices· Professional & Technical Services

Plan administrator