How big is Shetterly Team LLC's plan?

Shetterly Team LLC's plan reported $567K in assets and 5 participants for 2024.

Original filing (PDF)20251015075400NAL0008578738001

Shetterly Team LLC

Name: Shetterly Team LLC — Shetterly Team LLC 401 K Profit, Form 5500 (2024)
Creator: Shetterly Team LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shetterly Team LLC 401 K Profit Sharing Plan Trust

401(k) retirement plan · Shetterly Team LLC's Shetterly Team LLC 401 K Profit Sharing Plan Trust held $567K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

People on this filing

Anthony Warren signed Shetterly Team LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Shetterly Team LLC's EIN is 81-0962133.

EIN 81-0962133

Plan number 001

Plan year 2024

ACK ID 20251015075400NAL0008578738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shetterly Team LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shetterly Team LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHETTERLY TEAM LLC.

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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