How big is Shiman Partners, LLC's plan?

Shiman Partners, LLC's plan reported $578K in assets and 2 participants for 2025.

Original filing (PDF)20260511111328NAL0005717201001

Shiman Partners, LLC

Name: Shiman Partners, LLC — Shiman Partners, LLC 401(k), Form 5500 (2025)
Creator: Shiman Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shiman Partners, LLC 401(k) Plan

401(k) retirement plan · Shiman Partners, LLC's Shiman Partners, LLC 401(k) Plan held $578K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$578K

Net assets (EOY)

$578K

People on this filing

LISA Berry for Daybright signed Shiman Partners, LLC's 2025 Form 5500 as plan administrator.

LISA Berry for Daybright — 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

Shiman Partners, LLC's EIN is 83-2775774.

EIN 83-2775774

Plan number 001

Plan year 2025

ACK ID 20260511111328NAL0005717201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shiman Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shiman Partners, 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 SHIMAN PARTNERS, 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