Plan Ledger DOL Form 5500 · updated monthly

The Shield Companies, LLC401(k)

THE SHIELD CO 401(K) · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
1.95%

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

The Shield Companies, LLC reported $23,762 in plan administrative expenses for 2024: 1.95% of average plan assets, higher than ~90% of peers. Employer contributions averaged $200 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 0.93% to 1.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Arizona (1,090th of 1,285), and 2,009th of 2,534 in administrative & support services. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,671,962
Participants with balances180
Active participants1,659
Employer contributions$332,307
Employee contributions$762,313
Employer contribution per active participant$200
Average account balance$9,289
Benefits paid to participants$334,524
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.7M · 180 accts · $332K emplr
2022$217K · 74 accts
The The Shield Companies, LLC 401(k) match · 2024
Employer contribution per active participant$200
Median for plans this size$1,313

The Shield Companies, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
DWC THE 401(K) EXPERTS · Recordkeeping · Loan processing$7,926
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$7,852
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$8,625

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

Administrative cost history2
2024$23,762 · 1.95%
2022$2,025 · 0.93%
Similar plansAdministrative & Support Services · Arizona
Empereon Marketing, LLC AZ$2.6M · 0.28%
Caretaker, Inc. AZ$2.3M · 1.17%
Arizona Labor Force AZ$1.4M · 1.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833525958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.