How big is Shipley Business Development Services, LLC's plan?

Shipley Business Development Services, LLC's plan reported $5.6M in assets and 72 participants for 2024.

Original filing (PDF)20250625083909NAL0018931138001

Shipley Business Development Services, LLC

Name: Shipley Business Development Services, LLC — Form 5500 Plan 002 (2024)
Creator: Shipley Business Development Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shipley Business Development Services, LLC 401(k) Plan

401(k) retirement plan · Shipley Business Development Services, LLC's Shipley Business Development Services, LLC 401(k) Plan held $5.6M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

JESI Phoenix signed Shipley Business Development Services, LLC's 2024 Form 5500 as plan administrator.

JESI Phoenix — 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

Shipley Business Development Services, LLC's EIN is 87-0571388.

EIN 87-0571388

Plan number 002

Plan year 2024

ACK ID 20250625083909NAL0018931138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shipley Business Development Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIPLEY BUSINESS DEVELOPMENT 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