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SHELTER PARTNERSHIP, INC. — EMPLOYEE BENEFIT PLAN OF SHELTER PARTNERSHIP, INC., Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250415162842NAL0006051264001
SHELTER PARTNERSHIP, INC.
Form 5500-SF
FILING_RECEIVED
EMPLOYEE BENEFIT PLAN OF SHELTER PARTNERSHIP, INC.
401(k) retirement plan
Active participants
14
Accounts w/ balance
22
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHELTER PARTNERSHIP, INC.
.
Find decision makers
Plan sponsor
Name
SHELTER PARTNERSHIP, INC.
EIN
95-3976214
Address
520 S GRAND AVE STE 695 · LOS ANGELES, CA · 900712660
Phone
(213) 943-4581
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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