How big is Poole & Shaffery, LLP's plan?

Poole & Shaffery, LLP's plan reported $3.0M in assets and 16 participants for 2022.

Original filing (PDF)20230726181246NAL0022369554001

Poole & Shaffery, LLP

Name: Poole & Shaffery, LLP — Poole Shaffery 401(k) Plan, Form 5500 (2022)
Creator: Poole & Shaffery, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poole Shaffery 401(k) Plan

401(k) retirement plan · Poole & Shaffery, LLP's Poole Shaffery 401(k) Plan held $3.0M in plan assets for 16 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Poole & Shaffery, LLP's EIN is 95-4687011.

EIN 95-4687011

Plan number 001

Plan year 2022

ACK ID 20230726181246NAL0022369554001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Poole & Shaffery, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Poole & Shaffery, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 POOLE & SHAFFERY, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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 (96th percentile).

Plan sponsor

Name

POOLE & SHAFFERY, LLP

EIN

all filings

Address

25350 MAGIC MOUNTAIN PRKWY, STE 250 · SANTA CLARITA, CA · 91355

Phone

(661) 290-2991

Industry

Law Offices· Professional & Technical Services

Plan administrator