Plan Snapshot
- Plan Sponsor: Shook Construction Co.
- Sponsor EIN: 310443680
- Sponsor Address: 2000 W. DOROTHY LANE, MORAINE, OH, 45439
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 308 | $29.2M | $646,771 | $1.8M |
| 2023 | 268 | $24.1M | $564,645 | $1.6M |
| 2022 | 167 | $19.7M | $518,963 | $1.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,439 | — | $29,439 |
| HIGHLAND CONSULTING ASSOCIATES INC | CONSULTANT | $24,685 | — | $24,685 |
| KENTNER SELLERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KENTNER SELLERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,124
- Estimated Expense Ratio: 0.186% 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 | $54,124 | — | — | — | — |
| 2023 | $72,997 | — | — | $11,695 | — |
| 2022 | $65,522 | — | — | — | — |