How big is Mersereau Shannon, LLP's plan?

Mersereau Shannon, LLP's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20251230113655NAL0027386688001

Mersereau Shannon, LLP

Name: Mersereau Shannon, LLP — Mersereau Shannon LLP, Form 5500 (2024)
Creator: Mersereau Shannon, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mersereau Shannon LLP 401(k) Plan

401(k) retirement plan · Mersereau Shannon, LLP's Mersereau Shannon LLP 401(k) Plan held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 1.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Laurie Suran signed Mersereau Shannon, LLP's 2024 Form 5500 as plan administrator.

Laurie Suran — 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

Mersereau Shannon, LLP's EIN is 93-1036465.

EIN 93-1036465

Plan number 001

Plan year 2024

ACK ID 20251230113655NAL0027386688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mersereau Shannon, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mersereau Shannon, LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERSEREAU SHANNON, LLP.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MERSEREAU SHANNON, LLP

EIN

all filings

Address

P.O. BOX 96056 · PORTLAND, OR · 97296

Phone

(503) 226-6400

Industry

Law Offices· Professional & Technical Services

Plan administrator