How big is Shafley Plan Management Services LLC's plan?

Shafley Plan Management Services LLC's plan reported $2.2M in assets and 16 participants for 2024.

Original filing (PDF)20250630123121NAL0006602339003

Shafley Plan Management Services LLC

Name: Shafley Plan Management Services LLC — Shafley Plan, Form 5500 (2024)
Creator: Shafley Plan Management Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shafley Plan Management Services LLC Retirement Trust

401(k) retirement plan · Shafley Plan Management Services LLC's Shafley Plan Management Services LLC Retirement Trust held $2.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Elaine Shafley signed Shafley Plan Management Services LLC's 2024 Form 5500 as plan administrator.

Elaine Shafley — 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

Shafley Plan Management Services LLC's EIN is 90-0781747.

EIN 90-0781747

Plan number 001

Plan year 2024

ACK ID 20250630123121NAL0006602339003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shafley Plan Management Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shafley Plan Management Services 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 SHAFLEY PLAN MANAGEMENT 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

Knocking points off