How big is Shegerian & Associates, Inc.'s plan?

Shegerian & Associates, Inc.'s plan reported $5.0M in assets and 24 participants for 2024.

Original filing (PDF)20250722170003NAL0003478912001

Shegerian & Associates, Inc.

Name: Shegerian & Associates, Inc. — Shegerian &, Form 5500 (2024)
Creator: Shegerian & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shegerian & Associates, Inc. Defined Benefit Plan

Defined-benefit pension plan · Shegerian & Associates, Inc.'s Shegerian & Associates, Inc. Defined Benefit Plan held $5.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Shegerian & Associates, Inc.'s EIN is 94-4849880.

EIN 94-4849880

Plan number 002

Plan year 2024

ACK ID 20250722170003NAL0003478912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shegerian & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shegerian & Associates, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score