# Shook Construction Co. 401(k) Plan
Source: https://planprovider.pro/companies/shook-construction-co-401k-plan

> Shook Construction Co.'s 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KENTNER SELLERS LLP](https://planprovider.pro/provider/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|—|—|—|—|

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