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  2. Shields Capital LLC

Filings through Oct 24, 2026.

Shields Capital LLC

EIN 85-1092701-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$681K assets
Health & Benefits
0
Participants
21
403-9 WASHINGTON ST - DUXBURY, MA 02332781-356-4800
Plans on this EIN
1 filing
#001401(k)-$681K - 21 part

Plan summaries

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

Retirement#001

SHIELDS CAPITAL 401K RETIREMENT PLAN

401(k)

Assets$681K
Participants21
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
#001SHIELDS CAPITAL 401K RETIREMENT PLAN401(k)$681K212025
  • SHIELDS CAPITAL 401K RETIREMENT PLAN$681K
    #001 · 401(k) · 202521
Retirement plans
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