Plan Ledger DOL Form 5500 · updated monthly

Shelton Energy Solutions, LLC401(k)

SHELTON ENERGY SOLUTIONS, LLC 401(K) PLAN & TRUST · ALEXANDRIA, LA · plan year 2024

Reported admin expense ratio · 2024
1.26%

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

Shelton Energy Solutions, LLC reported $77,382 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,971 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 2 years on file its reported administrative ratio rose from 0.98% to 1.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Louisiana (528th of 884), and 3,558th of 5,337 in construction. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 226 to 272 since 2022.

Plan summary
Net assets, end of year$7,159,028
Participants with balances226
Active participants272
Employer contributions$808,030
Employee contributions$1,543,942
Employer contribution per active participant$2,971
Average account balance$31,677
Benefits paid to participants$946,530
Plan auditUnmodified (clean) audit opinion
AuditorSILAS SIMMONS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 226 accts · $808K emplr
2023$5.1M · 219 accts · $774K emplr
2022$2.6M · 162 accts · $454K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,885
Investment management$36,497
Total administrative$77,382
The Shelton Energy Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$2,971
Median for plans this size$1,313
2024$2,971 per active participant
2023$2,806 per active participant
2022$2,011 per active participant

Shelton Energy Solutions, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$40,885
LPL FINANCIAL · Recordkeeping · Trustee$36,496

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

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP, LPL Financial

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Administrative cost history3
2024$77,382 · 1.26%
2023$47,896 · 1.24%
2022$15,646 · 0.98%
Same employer
Similar plansConstruction · Louisiana
Aqueos Corporation LA$7.7M · 0.47%
Mike Hooks, L.L.C. LA$6.6M · 0.85%
Westgate, LLC. LA$6.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812064052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.