P 401(k) Plan Report

Stable plan record

SHEAR FAMILY OFFICE, LLC 401(K) PLAN

Sponsored by SHEAR FAMILY OFFICE, LLC · EIN/PN 473681983-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$7,764
Administrative cost per participant
2025
$2,094
Active participants
2025
5
Total plan assets
2025
$1,313,157
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260615130444NAL00000676980015$7,764
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.