# Shelly & Sands, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shelly-sands-inc-401k-plan

> Shelly & Sands, INC.'s 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shelly & Sands, INC.

- **Sponsor EIN:** 314351261

- **Sponsor Address:** P.O. BOX 1585, ZANESVILLE, OH, 437021585

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

- **Total Participants:** 342

- **Total Assets:** $86.9M

## 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|342|$86.9M|$2.1M|$2.7M|

| 2023|336|$82.3M|$2.0M|$2.5M|

| 2022|311|$71.6M|$1.9M|$2.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$178,907|—|$178,907|

| INVICTA CAPITAL LLC|OTHER SERVICES|—|$29,445|$29,445|

| CAMBRIDGE INVESTMENT RESEARCH INC|OTHER SERVICES|—|$9,859|$9,859|

| BHM CPA GROUP, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $218,211

- **Estimated Expense Ratio:** 0.251% 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|$178,907|—|$178,907|—|—|

| 2023|$164,731|—|$164,731|—|—|

| 2022|$163,262|—|$163,262|—|—|

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