How big is Shawmut Strategies Group LLC's plan?

Shawmut Strategies Group LLC's plan reported $455K in assets and 13 participants for 2025.

Original filing (PDF)20260401145833NAL0001322177001

Shawmut Strategies Group LLC

Name: Shawmut Strategies Group LLC — Shawmut Strategies, Form 5500 (2025)
Creator: Shawmut Strategies Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shawmut Strategies Group LLC 401(k) Plan

401(k) retirement plan · Shawmut Strategies Group LLC's Shawmut Strategies Group LLC 401(k) Plan held $455K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$455K

Net assets (EOY)

$455K

People on this filing

Dianne Morad signed Shawmut Strategies Group LLC's 2025 Form 5500 as plan administrator.

Dianne Morad — 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

Shawmut Strategies Group LLC's EIN is 85-4225025.

EIN 85-4225025

Plan number 001

Plan year 2025

ACK ID 20260401145833NAL0001322177001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shawmut Strategies Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shawmut Strategies Group 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 SHAWMUT STRATEGIES GROUP 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

Knocking points off