# Shelter Systems Limited 401(k) Plan
Source: https://planprovider.pro/companies/shelter-systems-limited-401k-plan

> Shelter Systems Limited's 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shelter Systems Limited

- **Sponsor EIN:** 521804297

- **Sponsor Address:** 1025 MEADOW BRANCH ROAD, WESTMINSTER, MD, 21158

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

- **Total Participants:** 109

- **Total Assets:** $15.1M

## 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

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

| 2024|109|$15.1M|$498,722|$664,963|

| 2023|124|$13.0M|$745,974|$745,974|

| 2022|128|$10.0M|$754,400|$754,400|

## 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|

| MERRILL LYNCH RETIREMENT & BENEFIT|NONE|$44,093|—|$44,093|

| ASCENSUS LLC|NONE|$14,081|—|$14,081|

| MCLEAN KOEHLER SPARKS & HAMMOND|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCLEAN KOEHLER SPARKS & HAMMOND](https://planprovider.pro/provider/mclean-koehler-sparks-and-hammond) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,174

- **Estimated Expense Ratio:** 0.385% 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|$58,174|$44,093|$14,081|—|—|

| 2023|$48,358|$34,674|$13,684|—|—|

| 2022|$44,701|$30,776|$13,925|—|—|

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