# J. F. Shea Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-f-shea-co-inc-401k-plan

> J. F. Shea Company, INC.'s 401(k) plan: 1,919 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Tri Pointe Homes Holdings, INC.](https://planprovider.pro/companies/tri-pointe-homes-inc-401k-plan) — 1,642 participants

- [Kb Home](https://planprovider.pro/companies/kb-home-401k-plan) — 2,334 participants

- [Circle M Contractors, INC.](https://planprovider.pro/companies/circle-m-contractors-inc-401k-plan) — 1,170 participants

- [Timberworks Holdings, INC.](https://planprovider.pro/companies/timberworks-holdings-inc-plan) — 730 participants

- [Bridge Housing Corporation](https://planprovider.pro/companies/bridge-housing-corporation-403b-plan) — 562 participants

- [Baker'S Burgers, INC](https://planprovider.pro/companies/baker-s-burgers-inc-401k-plan) — 473 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j-f-shea-co-inc-401k-plan)

© 2026 PlanProvider.Pro