Original filing (PDF)20250730133336NAL0002400691001

SHELTON WEALTH MANAGEMENT, LLC

Name: SHELTON WEALTH MANAGEMENT, LLC — SHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: SHELTON WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SHELTON WEALTH MANAGEMENT, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELTON WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

SHELTON WEALTH MANAGEMENT, LLC

EIN