# Shively Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/shively-bros-inc-401k-plan

> Shively Bros., INC.'s 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shively Bros., INC.

- **Sponsor EIN:** 381334301

- **Sponsor Address:** P.O. BOX 1520, FLINT, MI, 485011520

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

- **Total Participants:** 256

- **Total Assets:** $7.9M

## 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|256|$7.9M|$107,481|$741,762|

| 2023|230|$6.3M|$92,573|$622,133|

| 2022|209|$5.5M|$79,300|$529,842|

## 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|

| LEWIS & KNOPF, PC|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|$42,805|$14,204|$24,329|—|—|

| 2023|$48,010|—|—|$48,010|—|

| 2022|$50,692|—|—|—|—|

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