Plan Snapshot
- Plan Sponsor: Shaw Services Company
- Sponsor EIN: 271500013
- Sponsor Address: 300 KALAMATH STREET, DENVER, CO, 80223
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $26.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 204 | $26.3M | $682,107 | $2.2M |
| 2023 | 258 | $23.3M | $693,692 | $2.3M |
| 2022 | 236 | $21.5M | $561,049 | $2.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $44,076 | — | $44,076 |
| MORGAN STANLEY CAPITAL MANAGEMENT | Recordkeeper | $19,587 | — | $19,587 |
| COOK STREET CONSULTING, INC | Recordkeeper | $19,284 | — | $19,284 |
| P&M HOLDING GROUP LLP | Other Service Provider | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- MORGAN STANLEY CAPITAL MANAGEMENT — Recordkeeper
- COOK STREET CONSULTING, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,747
- Estimated Expense Ratio: 0.379% 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 | $98,872 | $38,871 | — | $16,000 | — |
| 2023 | $108,697 | $30,690 | $68,581 | — | — |
| 2022 | $92,804 | $35,148 | $45,658 | — | $11,998 |