How big is Shine Strategies, LLC's plan?

Shine Strategies, LLC's plan reported $13K in assets and 1 participants for 2024.

Original filing (PDF)20250701065143NAL0012477793001

Shine Strategies, LLC

Name: Shine Strategies, LLC — Shine Strategies, LLC 401(k), Form 5500 (2024)
Creator: Shine Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shine Strategies, LLC 401(k) Plan

401(k) retirement plan · Shine Strategies, LLC's Shine Strategies, LLC 401(k) Plan held $13K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Lindsay Witte signed Shine Strategies, LLC's 2024 Form 5500 as plan administrator.

Lindsay Witte — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shine Strategies, LLC's EIN is 99-0387762.

EIN 99-0387762

Plan number 001

Plan year 2024

ACK ID 20250701065143NAL0012477793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shine Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shine Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHINE STRATEGIES, LLC.

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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