Plan Snapshot
- Plan Sponsor: Shelton Holdings, LLC
- Sponsor EIN: 263685979
- Sponsor Address: 777 KAPIOLANI BOULEVARD, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $23.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 168 | $23.7M | $441,132 | $907,328 |
| 2023 | 176 | $22.3M | $457,323 | $858,589 |
| 2022 | 188 | $19.0M | $414,738 | $828,943 |
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 |
|---|---|---|---|---|
| CW ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $101,481 | $32,564 | $68,917 | — | — |
| 2023 | $110,402 | — | $74,342 | — | — |
| 2022 | $115,137 | $36,601 | $78,536 | — | — |