How big is Shield Strategic Insurance LLC's plan?

Shield Strategic Insurance LLC's plan reported $143K in assets and 2 participants for 2025.

Original filing (PDF)20260430171107NAL0000111107001

Shield Strategic Insurance LLC

Name: Shield Strategic Insurance LLC — Shield Strategic, Form 5500 (2025)
Creator: Shield Strategic Insurance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shield Strategic Insurance LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Shield Strategic Insurance LLC's Shield Strategic Insurance LLC 401(k) Profit Sharing Plan & Trust held $143K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

Taryn Reyna-Matiut signed Shield Strategic Insurance LLC's 2025 Form 5500 as plan administrator.

Taryn Reyna-Matiut — 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

Shield Strategic Insurance LLC's EIN is 83-4677620.

EIN 83-4677620

Plan number 001

Plan year 2025

ACK ID 20260430171107NAL0000111107001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shield Strategic Insurance LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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