How big is SHB&C, LLC's plan?

SHB&C, LLC's plan reported $395K in assets and 51 participants for 2024.

Original filing (PDF)20250813101142NAL0010754672001

SHB&C, LLC

Name: SHB&C, LLC — SHB&C 401(k) Plan, Form 5500 (2024)
Creator: SHB&C, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHB&C 401(k) Plan

401(k) retirement plan · SHB&C, LLC's SHB&C 401(k) Plan held $395K in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

People on this filing

Julieanna Omally signed SHB&C, LLC's 2024 Form 5500 as plan administrator.

Julieanna Omally — 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

SHB&C, LLC's EIN is 81-3945801.

EIN 81-3945801

Plan number 001

Plan year 2024

ACK ID 20250813101142NAL0010754672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SHB&C, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SHB&C, LLC

EIN

all filings

Address

24200 SW FREEWAY #402-130 · ROSENBERG, TX · 77471

Phone

(832) 995-8062

Industry

Health Care & Social Assistance

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

2025-08-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Wells Surgical Services, LLC

Wells Surgical Services, LLC 401(k) Plan

$394K · 6 participants

Volusia ASC BZ, LLC

Volusia ASC BZ, LLC 401(k) Plan

$396K · 24 participants

Daniel J Krochmal MD Ltd.

Daniel J Krochmal MD Ltd. 401(k) Profit Sharing Plan & Trust

$393K · 3 participants

Dewing Sports Orthopedic Surgery

Dewing Sports Orthopedic Surgery 401(k) Plan

$393K · 7 participants

Redline Surgical

Redline Surgical 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.