How big is Boles Shafto, LLC's plan?

Boles Shafto, LLC's plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20250630103721NAL0011714209001

Boles Shafto, LLC

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

Form 5500-SF

FILING_RECEIVED

Boles Shafto, LLC 401(k) Plan

401(k) retirement plan · Boles Shafto, LLC's Boles Shafto, LLC 401(k) Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

NONA Neves-Wilson signed Boles Shafto, LLC's 2024 Form 5500 as plan administrator.

NONA Neves-Wilson — 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

Boles Shafto, LLC's EIN is 82-1855317.

EIN 82-1855317

Plan number 001

Plan year 2024

ACK ID 20250630103721NAL0011714209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Boles Shafto, 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 BOLES SHAFTO, 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