SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN
Defined-contribution retirement plan
Signals · 4
95% in single holding100% employer stockHigh average account balanceNo recordkeeper disclosed
Active participants
373
Accounts w/ balance
189
Plan assets (EOY)
$40.8M
Net assets (EOY)
$38.7M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
80
/ 100
Grade B
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.
Compliance & integrity
74
Total plan cost
99
Plan health
46
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHANNON & WILSON, INC..
Plan sponsor
Name
SHANNON & WILSON, INC.
EIN
91-0745357
Address
PO BOX 300303 · SEATTLE, WA · 98103
Phone
(206) 632-8020
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
SHANNON & WILSON, INC.
EIN
91-0745357
City
SEATTLE, WA
Phone
(206) 632-8020
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
Audit & trust (Schedule H)
Auditor
VWC, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities· $38.7M(95% of reported assets)
PI
% of plan
Shannon & Wilson, Inc. Class A Common Stock ***
Common Stock
—
—
$36.8M
90.2%
Shannon & Wilson, Inc. Class B Common Stock ***
Common Stock
—
—
$1.9M
4.7%
1–2 of 2
Related plans
Similar-size All Other Professional Services plans
