Plan Snapshot
- Plan Sponsor: Shelton Energy Solutions, LLC
- Sponsor EIN: 812064052
- Sponsor Address: 1439 CENTRE CT., ALEXANDRIA, LA, 71301
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $7.2M
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 | 272 | $7.2M | $808,030 | $1.5M |
| 2023 | 276 | $5.1M | $774,319 | $1.4M |
| 2022 | 226 | $2.6M | $454,393 | $748,310 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $40,885 | — | $40,885 |
| LPL FINANCIAL | INVESTMENT/FINANCIAL ADVI | $36,496 | — | $36,496 |
| SILAS SIMMONS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SILAS SIMMONS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,381
- Estimated Expense Ratio: 1.081% 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 | $77,382 | $36,497 | — | — | — |
| 2023 | $47,896 | $19,522 | — | — | — |
| 2022 | $15,646 | — | — | — | — |