Plan Snapshot
- Plan Sponsor: Shorkey Group Management, LLC
- Sponsor EIN: 474382322
- Sponsor Address: P.O. BOX 446, IRWIN, PA, 15642
- Plan Type: 401(k)
- Total Participants: 936
- Total Assets: $12.7M
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 | 936 | $12.7M | $345,854 | $2.5M |
| 2023 | 924 | $10.1M | $305,078 | $2.1M |
| 2022 | 940 | $6.9M | $289,372 | $2.0M |
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 |
|---|---|---|---|---|
| ROSENFIELD AND COMPANY, PLLC | 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 | $76,244 | $52,905 | $23,339 | — | — |
| 2023 | $76,126 | $76,126 | — | — | — |
| 2022 | $39,198 | $39,198 | — | — | — |