How big is Kristy Sullivan-Shaw, D.M.D's plan?

Kristy Sullivan-Shaw, D.M.D's plan reported $670K in assets and 12 participants for 2024.

Original filing (PDF)20250519093000NAL0000911056001

Kristy Sullivan-Shaw, D.M.D

Name: Kristy Sullivan-Shaw, D.M.D — Kristy Sullivan-Shaw, Form 5500 (2024)
Creator: Kristy Sullivan-Shaw, D.M.D
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kristy Sullivan-Shaw, D.M.D 401(k) Plan

401(k) retirement plan · Kristy Sullivan-Shaw, D.M.D's Kristy Sullivan-Shaw, D.M.D 401(k) Plan held $670K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

People on this filing

Brian Caffrey signed Kristy Sullivan-Shaw, D.M.D's 2024 Form 5500 as plan administrator.

Brian Caffrey — 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

Kristy Sullivan-Shaw, D.M.D's EIN is 99-1541212.

EIN 99-1541212

Plan number 001

Plan year 2024

ACK ID 20250519093000NAL0000911056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kristy Sullivan-Shaw, D.M.D from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kristy Sullivan-Shaw, D.M.D's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KRISTY SULLIVAN-SHAW, D.M.D.

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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