# Shackelford, Bowen, Mckinley & Norton, LLP 401(k) Plan
Source: https://planprovider.pro/companies/shackelford-bowen-mckinley-norton-llp-401k-plan

> Shackelford, Bowen, Mckinley & Norton, LLP's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shackelford, Bowen, Mckinley & Norton, LLP

- **Sponsor EIN:** 752967456

- **Sponsor Address:** 9201 N. CENTRAL EXPRESSWAY, DALLAS, TX, 75231

- **Plan Type:** 401(k)

- **Total Participants:** 114

- **Total Assets:** $15.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|114|$15.8M|$179,715|$1.3M|

| 2023|131|$12.9M|$168,926|$1.4M|

| 2022|130|$10.3M|$198,413|$1.1M|

## 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|

| ALEXANDER & WILLIAMS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALEXANDER & WILLIAMS, LLC](https://planprovider.pro/provider/alexander-and-williams-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$2,857|—|—|—|—|

| 2023|$1,500|—|—|—|—|

| 2022|$2,075|—|—|—|$2,075|

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