# Shelter Products, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shelter-products-inc-401k-plan-001-7267

> Shelter Products, INC.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/geffen-mesher-and-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|

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