Shelby Resource Management Corp. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Shelby Resource Management Corp.
  • Sponsor EIN: 752510831
  • Sponsor Address: 5217 MCKINNEY AVE, SUITE 500, DALLAS, TX, 75208
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$2.8M$0$223,645
20237$2.1M$87,818$123,611
20228$1.5M$85,639$123,477

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