# Shelter Mutual Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/shelter-mutual-insurance-company-401k-plan

> Shelter Mutual Insurance Company's 401(k) plan: 2,184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shelter Mutual Insurance Company

- **Sponsor EIN:** 430613000

- **Sponsor Address:** 1817 WEST BROADWAY, COLUMBIA, MO, 652180001

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

- **Total Participants:** 2,184

- **Total Assets:** $694.8M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,184|$694.8M|$0|$12.9M|

| 2023|2,135|$640.5M|$7.1M|$12.2M|

| 2022|2,079|$567.6M|$8.4M|$11.7M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVCS|RETAINED BY EMLOYER|$47,835|—|$47,835|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SRVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMLOYER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,835

- **Estimated Expense Ratio:** 0.007% 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|$47,835|—|$47,835|—|—|

| 2023|$45,715|—|$45,715|—|—|

| 2022|$50,773|—|$50,773|—|—|

## Similar Plans

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- [Safety National Casualty Corporation](https://planprovider.pro/companies/safety-national-casualty-corporation-401k-plan) — 798 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shelter-mutual-insurance-company-401k-plan)

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