# Shape Technologies Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shape-technologies-group-inc-401k-plan

> Shape Technologies Group, INC.'s 401(k) plan: 719 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shape Technologies Group, INC.

- **Sponsor EIN:** 463275009

- **Sponsor Address:** 23500 64TH AVENUE SOUTH, KENT, WA, 98032

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

- **Total Participants:** 719

- **Total Assets:** $93.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|719|$93.7M|$1.6M|$4.7M|

| 2023|735|$88.2M|$1.6M|$4.4M|

| 2022|704|$81.1M|$1.4M|$4.0M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$102,623|—|$102,623|

| CREATIVE PLANNING, LLC|INVESTMENT ADVISOR|$80,000|—|$80,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $182,623

- **Estimated Expense Ratio:** 0.195% 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|$182,623|$80,000|—|—|—|

| 2023|$203,118|$80,000|—|—|—|

| 2022|$216,903|$80,000|—|—|$24,805|

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