Filings through Oct 24, 2026.

Shelterlogic Corp. 401(k) Plan

Name: SHELTERLOGIC CORP. - SHELTERLOGIC CORP. 401(K) PLAN (2025) Form 5500
Creator: SHELTERLOGIC CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELTERLOGIC CORP. 401(K) PLAN, SHELTERLOGIC CORP.

Shelterlogic Corp.EIN 45-2872214Plan #001PY 2025Filed Jul 29, 2026

150 CALLENDER ROAD - WATERTOWN, CT 06795973-406-3229shelterlogic.comLinkedIn51-200 employeesconsumer goods

How to read this page

Prospect flags

2 of 17 flags tripped on the 2025 filing.

How flags work

Opportunity
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Lines 6a and 6g
Opportunity
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Schedule H, line 2i

Total assets (EOY)

$31.6M

+9.1% from 2024

Total participants

307

-4.4% from 2024

Average account balance

$141,283

+10.5% from 2024

Annual return

15.89%

+2.71 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 4,060 peers

Industry: 33 - Manufacturing
Plan type: Defined contribution
Participants: 100-249
Cohort: 4,060 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

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Plan history

Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $31,647,320
Participants: 307
Contributions: $2,192,928
Annual return: 15.89%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$82K in admin expenses, $269 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$82K (100%)

Admin expense ratio

0.261%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

18 funds of $250K or more, counting each target-date vintage; shown as 9 lines, holding $31.3M of the plan's $31.6M. Recordkeeper: Principal.

2025 filing, Schedule H, line 4i

In collective trusts22%median 0% for plans of $5M to $50M (40,449 plans)

In index funds66%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series46%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$14.3M	45.7%
JPMorgan U.S. Equity Fund JPMorgan · Mutual fund	JPMorgan	Mutual fund	$4.1M	13.0%
Principal /BlackRock S&P 500 Index BlackRock · Collective trust Index	BlackRock	Collective trust	$3.6M	11.6%
Galliard Capital Stable Return Fund PN Allspring · Mutual fund	Allspring	Mutual fund	$3.2M	10.3%
Principal Blackrock S&P MidCap Index Fund BlackRock · Collective trust Index	BlackRock	Collective trust	$1.6M	5.2%
Total Return Bond Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$1.4M	4.4%
Par, or Maturity Value Cost Value Mutual Funds Capit Manager not matched · Mutual fund	Not yet matched	Mutual fund	$1.4M	4.3%
Principal/BlackRock Russell 2000 Index CIT BlackRock · Collective trust Index	BlackRock	Collective trust	$1.2M	3.8%
BlackRock Liquidity Funds Treasury Trust BlackRock · Collective trust	BlackRock	Collective trust	$514K	1.6%

What changed since 2024

No lineup changes between the 2024 and 2025 filings.

Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.

Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 2 by compensation.

Schedule C

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator	Contract Administrator	$82,469
WILSHIRE ASSOCIATES INCORPORATED4 years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan)	Advisory (Plan)	$0

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: BDO USA, P.C.
Auditor EIN: 13-5381590
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

7 feature codes on the 2025 filing.

Line 8a

Plan feature codes2E2F2G2J2K2T3D

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$14.3M

45.7%

JPMorgan U.S. Equity Fund

JPMorgan · Mutual fund

$4.1M

13.0%

Principal /BlackRock S&P 500 Index

BlackRock · Collective trust

Index

$3.6M

11.6%

Galliard Capital Stable Return Fund PN

Allspring · Mutual fund

$3.2M

10.3%

Principal Blackrock S&P MidCap Index Fund

BlackRock · Collective trust

Index

$1.6M

5.2%

Total Return Bond Fund

Manager not matched · Mutual fund

$1.4M

4.4%

Par, or Maturity Value Cost Value Mutual Funds Capit

Manager not matched · Mutual fund

$1.4M

4.3%

Principal/BlackRock Russell 2000 Index CIT

BlackRock · Collective trust

Index

$1.2M

3.8%

BlackRock Liquidity Funds Treasury Trust

BlackRock · Collective trust

$514K

1.6%

Provider

Compensation

PRINCIPAL FINANCIAL GROUP5 years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$82,469

WILSHIRE ASSOCIATES INCORPORATED4 years

Filed as: WILSHIRE ADVISORS LLC

Service code 27 · EIN 95-2755361

Advisory (Plan)

Shelterlogic Corp. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

What changed since 2024

Providers

Service providers

Audit opinion

Plan design

Plan features

Shelterlogic Corp. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

What changed since 2024

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Shelterlogic Corp. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

What changed since 2024

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Shelterlogic Corp. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

What changed since 2024

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion