Back to filter
Original filing (PDF)20250626052609NAL0004858195001
SH 2.0 OPCO LLC
Form 5500-SF
FILING_RECEIVED
SH 2.0 OPCO LLC
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SH 2.0 OPCO LLC.
Plan sponsor
Name
SH 2.0 OPCO LLC
EIN
87-3941312
Address
ATTN VANESSA JOLIE · 935 GREAT PLAIN AVE # 142 · NEEDHAM, MA · 02492
Phone
(508) 736-5095
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Information / Tech / Media plans
POLYVINYL FAMILY INC
POLYVINYL FAMILY 401(K) PLAN
$1.5M · 31 participants
MIANUS, INC.
MIANUS, INC. DEFINED BENEFIT PENSION PLAN
$1.5M · 1 participants
BIG SCIENCE
BIG SCIENCE 401(K) P/S PLAN
$1.4M · 3 participants
JEFF KRAMER
JEFF KRAMER PROFIT SHARING PLAN
$1.6M · 5 participants
THE HIT HOUSE
THE HIT HOUSE 401(K) PLAN
$1.4M · 4 participants
SCOUT TOURS, INC.
SCOUT TOURS, INC. PROFIT SHARING PLAN
$1.6M · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B