Retirement plan

SHELCO, LLC 401(K) PLAN

Name: SHELCO, LLC - SHELCO, LLC 401(K) PLAN (2017) Form 5500
Creator: SHELCO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELCO, LLC 401(K) PLAN, SHELCO, LLC

SHELCO, LLCEIN 56-1190111Plan #001PY 2017

2320 CASCADE POINTE BLVD, SUITE 100 - CHARLOTTE, NC 28208704-367-5600shelcollc.comLinkedIn51-200 employeesconstruction

Prospect flagsLow employer contribution

Top hat statement on fileNQDC

Filed July 20, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$12.8M

+13.1% from 2016

Total participants

152

-2.6% from 2016

Average account balance

$92,798

+14.8% from 2016

Annual return

18.21%

+11.31 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$18.08M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

159

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.

87.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.49M

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

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$431

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 8 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$1,156
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BARON1 year Service code 52 · EIN 13-3806818	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
PNC BANK, N.A.1 year Filed as: PNC FUNDS Service code 52 · EIN 23-7801381	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3B3D3H2S2T

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$9 / participant

Contract admin$1K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ELLIOTT DAVIS
Auditor EIN: 570381582
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,798

$58,726+58.0%

$92,233+0.6%

$62,292+49.0%

Participation rate

89.4%

68.3%+21.1pp

76.5%+12.9pp

69.5%+19.9pp

Annual return

18.21%

43.62%-25.4pp

176.28%-158.1pp

28.90%-10.7pp

Employer contribution / active EE

$2,392-100.0%

$3,679-100.0%

$2,042-100.0%

Participant deferral / active EE

$5,767

$2,766+108.5%

$3,897+48.0%

$3,169+82.0%

Admin fee / account holder

$556-98.5%

$5,194-99.8%

$479-98.3%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$1,156

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BARON1 year

Service code 52 · EIN 13-3806818

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY ADVISOR

Service code 52 · EIN 04-3335387

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

JANUS HENDERSON1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

PNC BANK, N.A.1 year

Filed as: PNC FUNDS

Service code 52 · EIN 23-7801381

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 56-2294396

Indirect Investment Fees

SHELCO, LLC 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHELCO, LLC 401(K) PLAN

Top hat statement on fileNQDC

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