# Shelton Energy Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/shelton-energy-solutions-llc-401k-plan

> Shelton Energy Solutions, LLC's 401(k) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [SILAS SIMMONS LLP](https://planprovider.pro/provider/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|—|—|—|—|

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