# Shelco, LLC 401(k) Plan
Source: https://planprovider.pro/companies/shelco-llc-401k-plan

> Shelco, LLC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shelco, LLC

- **Sponsor EIN:** 561190111

- **Sponsor Address:** 2359 PERIMETER POINTE PKWY. SUITE 6, CHARLOTTE, NC, 28208

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

- **Total Participants:** 122

- **Total Assets:** $16.3M

## 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|122|$16.3M|$0|$1.4M|

| 2023|137|$17.8M|$0|$1.4M|

| 2022|129|$14.6M|$0|$1.3M|

## 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|

| ELLIOTT DAVIS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIOTT DAVIS LLC](https://planprovider.pro/provider/elliott-davis-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|$42,773|$964|—|—|—|

| 2023|$2,025|$709|—|—|—|

| 2022|$1,695|—|$1,695|—|—|

## Similar Plans

- [The Bobbitt Group, INC.](https://planprovider.pro/companies/the-bobbitt-group-inc-401k-plan) — 122 participants

- [Weaver Cooke Construction, LLC](https://planprovider.pro/companies/weaver-cooke-construction-llc-401k-plan) — 118 participants

- [Environamics, INC.](https://planprovider.pro/companies/environamics-inc-plan-001) — 112 participants

- [Omega Construction, INC.](https://planprovider.pro/companies/omega-construction-inc-401k-plan) — 135 participants

- [Robert High Development, LLC](https://planprovider.pro/companies/robert-high-development-llc-401k-plan) — 93 participants

- [The Bobbitt Group, INC.](https://planprovider.pro/companies/the-bobbitt-group-inc-plan) — 87 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shelco-llc-401k-plan)

© 2026 PlanProvider.Pro