How big is Shield Wealth Advisors, LLC's plan?

Shield Wealth Advisors, LLC's plan reported $17K in assets and 2 participants for 2024.

Original filing (PDF)20250429101130NAL0000390241001

Shield Wealth Advisors, LLC

Name: Shield Wealth Advisors, LLC — SWA 401(k) Plan, Form 5500 (2024)
Creator: Shield Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWA 401(k) Plan

401(k) retirement plan · Shield Wealth Advisors, LLC's SWA 401(k) Plan held $17K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

DAWN Roibnson signed Shield Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

DAWN Roibnson — 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 Wealth Advisors, LLC's EIN is 85-0651899.

EIN 85-0651899

Plan number 001

Plan year 2024

ACK ID 20250429101130NAL0000390241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shield Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shield Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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