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  2. Shaker Financial Services, LLC

Filings through Oct 24, 2026.

Shaker Financial Services, LLC

EIN 84-1723449-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$5.1M assets
Health & Benefits
0
Participants
7
1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 300-349 - ANNAPOLIS, MD 21401410-224-0574
Plans on this EIN
1 filing
#001401(k)-$5.1M - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SHAKER FINANCIAL SERVICES, LLC 401(K) PLAN

401(k)

Assets$5.1M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SHAKER FINANCIAL SERVICES, LLC 401(K) PLAN401(k)$5.1M72025
  • SHAKER FINANCIAL SERVICES, LLC 401(K) PLAN$5.1M
    #001 · 401(k) · 20257
Retirement plans
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