How big is Shart Management LLC's plan?

Shart Management LLC's plan reported $209K in assets and 22 participants for 2024.

Original filing (PDF)20250611084450NAL0026910112001

Shart Management LLC

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

Form 5500-SF

FILING_RECEIVED

Shart Management 401(k) Plan

401(k) retirement plan · Shart Management LLC's Shart Management 401(k) Plan held $209K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$209K

Net assets (EOY)

$209K

Plan identifiers

Shart Management LLC's EIN is 85-1332754.

EIN 85-1332754

Plan number 001

Plan year 2024

ACK ID 20250611084450NAL0026910112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shart Management 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 SHART MANAGEMENT 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