# Shields, Harper & Company DC Plan
Source: https://planprovider.pro/companies/shields-harper-company-plan

> Shields, Harper & Company's DC plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shields, Harper & Company

- **Sponsor EIN:** 941751530

- **Sponsor Address:** 4591 PACHECO BLVD., MARTINEZ, CA, 94553

- **Plan Type:** DC

- **Total Participants:** 58

- **Total Assets:** $19.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|58|$19.2M|$588,948|$0|

| 2023|52|$19.5M|$2.1M|$0|

| 2022|52|$19.3M|$1.3M|$0|

## Similar Plans

- [Supreme Oil Co.](https://planprovider.pro/companies/supreme-oil-co-401k-plan) — 42 participants

- [River City Petroleum, INC.](https://planprovider.pro/companies/river-city-petroleum-inc-401k-plan) — 35 participants

- [Lamb Fuels, INC.](https://planprovider.pro/companies/lamb-fuels-inc-plan-001) — 34 participants

- [Alliance Propane, INC.](https://planprovider.pro/companies/alliance-propane-inc-plan) — 27 participants

- [Stan Boyett & Son, INC.](https://planprovider.pro/companies/stan-boyett-son-inc-401k-plan) — 94 participants

- [Pinnacle Petroleum Holdings, INC](https://planprovider.pro/companies/pinnacle-petroleum-holdings-inc-plan) — 19 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shields-harper-company-plan)

© 2026 PlanProvider.Pro