# Shea, Carr & Jewell, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shea-carr-jewell-inc-401k-plan

> Shea, Carr & Jewell, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shea, Carr & Jewell, INC.

- **Sponsor EIN:** 204834444

- **Sponsor Address:** 8730 TALLON LANE NE, LACEY, WA, 985166609

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

- **Total Participants:** 128

- **Total Assets:** $11.7M

## 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|128|$11.7M|$0|$1.1M|

| 2023|135|$11.6M|$0|$1.1M|

| 2022|124|$9.9M|$747|$999,580|

## 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|

| STAMBAUGH NESS, INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STAMBAUGH NESS, INC](https://planprovider.pro/provider/stambaugh-ness-inc) — 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|$24,326|—|$24,326|—|—|

| 2023|$22,070|—|$22,070|—|—|

| 2022|$21,192|—|$21,192|—|—|

## Similar Plans

- [Nelson & Sons Construction Co, INC.](https://planprovider.pro/companies/nelson-sons-construction-co-inc-401k-plan) — 99 participants

- [Manson Construction Co.](https://planprovider.pro/companies/manson-construction-co-401k-plan-001) — 84 participants

- [Nutter Corporation](https://planprovider.pro/companies/nutter-corporation-401k-plan) — 200 participants

- [Imco General Construction, INC.](https://planprovider.pro/companies/imco-general-construction-401k-plan) — 213 participants

- [Tucci & Sons, INC.](https://planprovider.pro/companies/tucci-sons-inc-401k-plan) — 39 participants

- [Jmac Corporate Services, LLC](https://planprovider.pro/companies/jmac-corporate-services-llc-401k-plan) — 223 participants

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

© 2026 PlanProvider.Pro