Original filing (PDF)20251015075400NAL0008578738001

SHETTERLY TEAM LLC

Name: SHETTERLY TEAM LLC — SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: SHETTERLY TEAM LLC

Form 5500-SF

FILING_RECEIVED

SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHETTERLY TEAM LLC.

Plan sponsor

Name

SHETTERLY TEAM LLC

EIN

81-0962133

Address

7210 TURFWAY ROAD · STE 210 · FLORENCE, KY · 41042

Phone

(859) 743-0212

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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