The Shield Companies, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Shield Companies, LLC (EIN 833525958)
  • Plan Type: 401(k)
  • Total Participants: 1,659
  • Total Assets: $1.7M
  • Sponsor State: AZ

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,659$1.7M$332,307$762,313
2023123$761,502$0$504,690
2022515$217,281$0$139,495

Service Providers

  • SCOTT MILLER CPA AND ASSOCIATES, PC — Auditor
  • GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY ($8,625)
  • DWC THE 401(K) EXPERTS — TPA ($7,926)
  • TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER ($7,852)

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