P 401(k) Plan Report

Stable plan record

SHAKER FINANCIAL SERVICES, LLC 401(K) PLAN

Sponsored by SHAKER FINANCIAL SERVICES, LLC · EIN/PN 841723449-001

Selected filing history

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

Employer money per active participant
2025
$5,172
Administrative cost per participant
2025
Not reported
Active participants
2025
7
Total plan assets
2025
$5,108,254
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722194536NAL00105420510017$5,172
Public filing identifier

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