Shelter Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Shelter Enterprises, INC.
  • Sponsor EIN: 141579382
  • Sponsor Address: 8 SARATOGA STREET, COHOES, NY, 12047
  • Plan Type: 401(k)
  • Total Participants: 129
  • Total Assets: $4.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024129$4.6M$81,102$147,438
2023123$3.9M$83,359$124,982
202292$3.2M$127,612$127,612

Similar Plans