How big is Raymond Shackelford, III PC's plan?

Raymond Shackelford, III PC's plan reported $35K in assets and 15 participants for 2024.

Original filing (PDF)20251015121211NAL0004808321001

Raymond Shackelford, III PC

Name: Raymond Shackelford, III PC — Shackelford 401(k), Form 5500 (2024)
Creator: Raymond Shackelford, III PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shackelford 401(k) Plan

401(k) retirement plan · Raymond Shackelford, III PC's Shackelford 401(k) Plan held $35K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

Raymond Shackelford, III PC's EIN is 87-0730599.

EIN 87-0730599

Plan number 001

Plan year 2024

ACK ID 20251015121211NAL0004808321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Raymond Shackelford, III PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Raymond Shackelford, III PC's plan includes profit-sharing, 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 RAYMOND SHACKELFORD, III PC.

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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