# Shoals Technologies Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/shoal-technologies-group-llc-plan

> Shoals Technologies Group, LLC's 401(k) plan: 960 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shoals Technologies Group, LLC

- **Sponsor EIN:** 900346780

- **Sponsor Address:** 1400 SHOALS WAY, PORTLAND, TN, 371484666

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

- **Total Participants:** 960

- **Total Assets:** $5.8M

## 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|960|$5.8M|$1.3M|$1.4M|

| 2023|476|$4.0M|$545,743|$1.1M|

| 2022|446|$1.9M|$343,445|$680,529|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$7,041|—|$7,041|

| HAM, LANGSTON & BREZINA, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HAM, LANGSTON & BREZINA, L.L.P.](https://planprovider.pro/provider/ham-langston-and-brezina-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,041

- **Estimated Expense Ratio:** 0.121% 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|$7,041|—|$7,041|—|—|

| 2023|$3,675|—|$3,675|—|—|

| 2022|$3,462|—|$3,462|—|—|

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