Plan Ledger DOL Form 5500 · updated monthly

Shelco, LLC401(k)

SHELCO, LLC 401(K) PLAN · CHARLOTTE, NC · plan year 2025

Reported admin expense ratio · 2025
0.40%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Shelco, LLC reported $68,563 in plan administrative expenses for 2025: 0.40% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.01% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 777th-largest of 2,005 plans among North Carolina employers on file, and the 2,175th of 5,337 in construction.

Plan summary
Net assets, end of year$18,078,399
Participants with balances159
Active participants133
Employer contributions$0
Employee contributions$1,491,036
Employer contribution per active participant$0
Average account balance$113,701
Benefits paid to participants$2,095,849
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.1M · 159 accts
2024$16.3M · 144 accts
2023$17.8M · 162 accts
2022$14.6M · 170 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$67,210
Investment management$1,353
Total administrative$68,563
The Shelco, LLC 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Shelco, LLC's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EMPOWER ADVISORY GROUP, LLC · Investment management$1,353
LPL FINANCIAL LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$68,563 · 0.40%
2024$42,773 · 0.25%
2023$2,025 · 0.01%
2022$1,695 · 0.01%
Same employer
Similar plansConstruction · North Carolina
Edwards, Inc. NC$19.2M · 0.55%
Price Brothers, Inc NC$18.8M · 0.45%
Trader Construction Co. NC$18.8M · 0.01%
Century Contractors, Inc. NC$18.7M · 0.13%
Industrial Air, Inc. NC$17.4M · 0.29%
Environamics, Inc. NC$17.2M · 0.11%
Fitch Creations, Inc. NC$16.9M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561190111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.