How big is Shelton Bookkeeping Services LLC's plan?

Shelton Bookkeeping Services LLC's plan reported $9K in assets and 2 participants for 2025.

Original filing (PDF)20260423220145NAL0011261906002

Shelton Bookkeeping Services LLC

Name: Shelton Bookkeeping Services LLC — Shelton Bookkeepi, Form 5500 (2025)
Creator: Shelton Bookkeeping Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelton Bookkeeping Services 401(k) Plan

401(k) retirement plan · Shelton Bookkeeping Services LLC's Shelton Bookkeeping Services 401(k) Plan held $9K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan identifiers

Shelton Bookkeeping Services LLC's EIN is 83-2018020.

EIN 83-2018020

Plan number 001

Plan year 2025

ACK ID 20260423220145NAL0011261906002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shelton Bookkeeping Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shelton Bookkeeping Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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