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SHIELDS & COMPANY, INC.

EIN 04-3118210-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
11
800 SOUTH STREET, #310 - WALTHAM, MA 02453781-890-7033shieldsco.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.7M - 11 part

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Retirement#001

SHIELDS & COMPANY, INC. 401K RETIREMENT PLAN

401k

Assets$1.7M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHIELDS & COMPANY, INC. 401K RETIREMENT PLAN401k$1.7M112025
Retirement plans
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