Plan Snapshot
- Plan Sponsor: Shockey Companies
- Sponsor EIN: 540975725
- Sponsor Address: 1057 MARTINSBURG PIKE, WINCHESTER, VA, 22604
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $41.8M
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 | 115 | $41.8M | $581,619 | $915,866 |
| 2023 | 106 | $40.7M | $705,045 | $779,368 |
| 2022 | 105 | $35.1M | $626,344 | $698,126 |
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 |
|---|---|---|---|---|
| YOUNT, HYDE, BARBOUR, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE, BARBOUR, P.C. — Auditor
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 | $1,850 | — | — | — | — |
| 2023 | $1,500 | — | — | — | — |
| 2022 | $1,200 | — | — | — | — |