Plan Snapshot
- Plan Sponsor: Shelter Products, INC.
- Sponsor EIN: 911827267
- Sponsor Address: 4560 SE INTERNATIONAL WAY, MILWAUKIE, OR, 97222
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $51.4M
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 | 91 | $51.4M | $197,743 | $1.2M |
| 2023 | 78 | $46.3M | $215,791 | $1.1M |
| 2022 | 69 | $33.2M | $243,489 | $874,491 |
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 |
|---|---|---|---|---|
| GEFFEN MESHER & COMPANY, PC | Auditor | $28,925 | — | $28,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN MESHER & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,925
- Estimated Expense Ratio: 0.056% 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 | $156,688 | $30,000 | — | $28,925 | — |
| 2023 | $122,009 | $30,000 | — | $25,000 | — |
| 2022 | $119,005 | $56,165 | — | — | $62,840 |