How big is TAG Shelby Operating LLC's plan?

TAG Shelby Operating LLC's plan reported $259K in assets and 216 participants for 2024.

Original filing (PDF)20250808074039NAL0002504467001

TAG Shelby Operating LLC

Name: TAG Shelby Operating LLC — TAG Shelby Operating LLC, Form 5500 (2024)
Creator: TAG Shelby Operating LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAG Shelby Operating LLC 401(k) Plan

401(k) retirement plan · TAG Shelby Operating LLC's TAG Shelby Operating LLC 401(k) Plan held $259K in plan assets for 216 participants in 2024.

Signals · 1

No auditor on file

Active participants

216

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

People on this filing

Shirley Horner signed TAG Shelby Operating LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

TAG Shelby Operating LLC's EIN is 88-3990473.

EIN 88-3990473

Plan number 001

Plan year 2024

ACK ID 20250808074039NAL0002504467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TAG Shelby Operating LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TAG Shelby Operating 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 TAG SHELBY OPERATING LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score