How big is Shaker Financial Services, LLC's plan?

Shaker Financial Services, LLC's plan reported $6.7M in assets and 6 participants for 2024.

Original filing (PDF)20250530203900NAL0015368848001

Shaker Financial Services, LLC

Name: Shaker Financial Services, LLC — Shaker Financial, Form 5500 (2024)
Creator: Shaker Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shaker Financial Services, LLC 401(k) Plan

401(k) retirement plan · Shaker Financial Services, LLC's Shaker Financial Services, LLC 401(k) Plan held $6.7M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Shaker Financial Services, LLC's EIN is 84-1723449.

EIN 84-1723449

Plan number 001

Plan year 2024

ACK ID 20250530203900NAL0015368848001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shaker Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAKER FINANCIAL SERVICES, 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