Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACS JSM, LLC DBA SHELTON MCKEAN
EIN 81-4368215Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
92
9700 9TH STREET N., SUITE 400 - ST. PETERSBURG, FL 33702727-316-6330
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 92 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHELTON MCKEAN 401(K) PLAN
401k
Assets$3.3M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHELTON MCKEAN CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHELTON MCKEAN 401(K) PLAN | 401k | $3.3M | 52 | 2025 | |
| 002 | SHELTON MCKEAN CASH BALANCE PLAN | CashBalance | $1.7M | 40 | 2024 |
Retirement plans