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Original filing (PDF)20240320153318NAL0002937089001
SHAPE, INC
Form 5500-SF
FILING_RECEIVED
SHAPE, INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 4.1 mo
Active participants
14
Accounts w/ balance
19
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAPE, INC.
Plan sponsor
Name
SHAPE, INC
EIN
94-2574877
Address
5115-A JOHNSON DRIVE · PLEASANTON, CA · 94588
Phone
(916) 309-4132
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-03-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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