How big is Shearwater Creek Wealth Advisors, LLC's plan?

Shearwater Creek Wealth Advisors, LLC's plan reported $298K in assets and 3 participants for 2024.

Original filing (PDF)20250912090233NAL0000707667001

Shearwater Creek Wealth Advisors, LLC

Name: Shearwater Creek Wealth Advisors, LLC — Shearwater, Form 5500 (2024)
Creator: Shearwater Creek Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shearwater Creek Wealth Advisors 401(k) Plan

401(k) retirement plan · Shearwater Creek Wealth Advisors, LLC's Shearwater Creek Wealth Advisors 401(k) Plan held $298K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

Plan identifiers

Shearwater Creek Wealth Advisors, LLC's EIN is 81-4077773.

EIN 81-4077773

Plan number 001

Plan year 2024

ACK ID 20250912090233NAL0000707667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shearwater Creek Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shearwater Creek Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEARWATER CREEK WEALTH ADVISORS, 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