How big is Shape Advocacy LLC's plan?

Shape Advocacy LLC's plan reported $300K in assets and 3 participants for 2024.

Original filing (PDF)20250922195458NAL0007155171001

Shape Advocacy LLC

Name: Shape Advocacy LLC — Shape Advocacy LLC Cash Balance, Form 5500 (2024)
Creator: Shape Advocacy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shape Advocacy LLC Cash Balance Plan

Defined-benefit pension plan · Shape Advocacy LLC's Shape Advocacy LLC Cash Balance Plan held $300K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

People on this filing

Shelby Pierce signed Shape Advocacy LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Shape Advocacy LLC's EIN is 83-4717847.

EIN 83-4717847

Plan number 002

Plan year 2024

ACK ID 20250922195458NAL0007155171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shape Advocacy LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAPE ADVOCACY 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score