Plan Snapshot
- Plan Sponsor: J. F. Shea Company, INC.
- Sponsor EIN: 941530032
- Sponsor Address: 655 BREA CANYON RD, WALNUT, CA, 917880489
- Plan Type: 401(k)
- Total Participants: 1,919
- Total Assets: $482.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,919 | $482.7M | $9.2M | $20.2M |
| 2023 | 1,815 | $434.4M | $8.6M | $19.3M |
| 2022 | 1,978 | $384.1M | $8.0M | $19.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $228,182 | — | $228,182 |
| MERCER (US) INC MERCER INVESTMENTS | NONE | $51,600 | — | $51,600 |
| HEDMAN PARTNERS LLP | NONE | $26,039 | — | $26,039 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,821
- Estimated Expense Ratio: 0.063% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $303,569 | $51,600 | — | $23,787 | — |
| 2023 | $356,615 | $51,600 | — | $46,675 | — |
| 2022 | $323,051 | $55,485 | $203,052 | — | — |