How big is Shearwater Data LLC's plan?

Shearwater Data LLC's plan reported $24K in assets and 2 participants for 2025.

Original filing (PDF)20260505220215NAL0001330001010

Shearwater Data LLC

Name: Shearwater Data LLC — Shearwater Data 401(k) Plan, Form 5500 (2025)
Creator: Shearwater Data LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shearwater Data 401(k) Plan

401(k) retirement plan · Shearwater Data LLC's Shearwater Data 401(k) Plan held $24K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Elantha Barry signed Shearwater Data LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Shearwater Data LLC's EIN is 99-3436487.

EIN 99-3436487

Plan number 001

Plan year 2025

ACK ID 20260505220215NAL0001330001010

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shearwater Data LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shearwater Data 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 SHEARWATER DATA 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

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 (85th percentile).

Plan sponsor

Name

SHEARWATER DATA LLC

EIN

all filings

Address

4407 YARDARM COURT · SOQUEL, CA · 95073

Phone

(650) 279-1735

Industry

Professional & Technical Services

Plan administrator