Retirement plan

SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: SHELTON SANITATION, INC. - SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: SHELTON SANITATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN, SHELTON SANITATION, INC.

SHELTON SANITATION, INC.EIN 30-0136803Plan #001PY 2024

P.O. BOX 328 - RECTOR, AR 72461870-597-2000sheltonsanitationinc.comLinkedIn1-10 employeesutilities

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+25.8% from 2023

Total participants

0.0% from 2023

Average account balance

$131,133

+17.5% from 2023

Annual return

19.76%

-4.54 pp from 2023

Benchmarks

See 1,946 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,946 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$176K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1146

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$40K

$3047 / participant

Other / not subdivided$40K100.0%

% of EOY assets

2.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$131,133

$97,751+34.2%

$103,431+26.8%

$145,978-10.2%

Participation rate

92.3%

81.1%+11.2pp

80.5%+11.8pp

80.3%+12.0pp

Annual return

19.76%

25.43%-5.7pp

23.92%-4.2pp

550.52%-530.8pp

Employer contribution / active EE

$3,284

$4,684-29.9%

$4,678-29.8%

$4,662-29.6%

Participant deferral / active EE

$7,078

$6,603+7.2%

$6,625+6.8%

$6,690+5.8%

Admin fee / account holder

$2,641

$12,515-78.9%

$9,412-71.9%

$13,400-80.3%

SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion