Original filing (PDF)20250718114949NAL0003043010001

SHIELDS, HARPER & COMPANY

Name: SHIELDS, HARPER & COMPANY — SHIELDS, HARPER & COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHIELDS, HARPER & COMPANY

Form 5500-SF

FILING_RECEIVED

SHIELDS, HARPER & COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIELDS, HARPER & COMPANY.

Plan sponsor

Name

SHIELDS, HARPER & COMPANY

EIN

94-1751530

Address

4591 PACHECO BLVD · MARTINEZ, CA · 94553

Phone

(510) 653-9119

Industry

Wholesale Tradesee all

Plan administrator

Name

THE ADMINISTRATIVE COMMITTEE

EIN

94-2618646

City

MARTINEZ, CA

Phone

(510) 653-9119

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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