Plan Ledger DOL Form 5500 · updated monthly

Shelterlogic Corp.401(k)

SHELTERLOGIC CORP. 401(K) PLAN · WATERTOWN, CT · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Shelterlogic Corp. reported $78,862 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,540 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 has held roughly steady near 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 439th-largest of 1,106 plans among Connecticut employers on file, and the 4,595th of 13,661 in manufacturing. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has shrunk from 300 to 246 since 2022.

Plan summary
Net assets, end of year$29,016,452
Participants with balances227
Active participants246
Employer contributions$624,800
Employee contributions$1,490,749
Employer contribution per active participant$2,540
Average account balance$127,826
Benefits paid to participants$3,748,516
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.0M · 227 accts · $625K emplr
2023$27.1M · 234 accts · $631K emplr
2022$23.9M · 252 accts · $642K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,862
Total administrative$78,862
The Shelterlogic Corp. 401(k) match · 2024
Employer contribution per active participant$2,540
Median for plans this size$2,416
2024$2,540 per active participant
2023$2,338 per active participant
2022$2,140 per active participant

Shelterlogic Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$78,862
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$78,862 · 0.28%
2023$70,506 · 0.28%
2022$70,631 · 0.27%
Same employer
Similar plansManufacturing · Connecticut
Aba-Pgt, Inc. CT$31.2M · 0.01%
Hubbard-Hall, Inc. CT$28.2M · 0.23%
Proton Energy Systems, Inc. CT$28.0M · 0.06%
Light Sources, Inc. CT$28.0M · 0.54%
The Pmt Group, Inc. CT$27.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452872214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.