Plan Snapshot
- Plan Sponsor: The Shaw Group, LLC
- Sponsor EIN: 850914759
- Sponsor Address: 19450 SH 249, SUITE 450, HOUSTON, TX, 77070
- Plan Type: 401(k)
- Total Participants: 585
- Total Assets: $20.2M
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 | 585 | $20.2M | $1.5M | $2.9M |
| 2023 | 796 | $16.6M | $1.4M | $3.0M |
| 2022 | 529 | $6.0M | $341,354 | $1.2M |
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 | $57,040 | — | $57,040 |
| THIRTYNORTH INVESTMENTS LLC | ADVISOR | $43,822 | — | $43,822 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,174 | — | $16,174 |
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,036
- Estimated Expense Ratio: 0.580% 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 | $117,036 | $59,996 | — | — | — |
| 2023 | $71,106 | $29,203 | — | — | — |
| 2022 | $27,294 | $1,205 | — | — | — |