# The Shield Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-shield-companies-llc-401k-plan

> The Shield Companies, LLC's 401(k) plan: 1,659 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Shield Companies, LLC

- **Sponsor EIN:** 833525958

- **Sponsor Address:** 275 E RIVULON BLVD, SUITE 106, GILBERT, AZ, 85297

- **Plan Type:** 401(k)

- **Total Participants:** 1,659

- **Total Assets:** $1.7M

## 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|1,659|$1.7M|$332,307|$762,313|

| 2023|123|$761,502|$0|$504,690|

| 2022|515|$217,281|$0|$139,495|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|$8,625|—|$8,625|

| DWC THE 401(K) EXPERTS|TPA|$7,926|—|$7,926|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$7,852|—|$7,852|

| SCOTT MILLER CPA AND ASSOCIATES, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SCOTT MILLER CPA AND ASSOCIATES, PC](https://planprovider.pro/provider/scott-miller-cpa-and-associates-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,403

- **Estimated Expense Ratio:** 1.460% 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|$23,762|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$2,025|—|—|—|$2,025|

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- [Truly Nolen Of America, INC.](https://planprovider.pro/companies/truly-nolen-of-america-inc-401k-plan) — 828 participants

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