How big is SHC Services, Inc.'s plan?

SHC Services, Inc.'s plan reported $97.8M in assets and 10,302 participants for 2024.

Original filing (PDF)20251006093326NAL0005778944001

SHC Services, Inc.

Name: SHC Services, Inc. — SHC Services, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SHC Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SHC Services, Inc. 401(k) Plan

401(k) retirement plan · SHC Services, Inc.'s SHC Services, Inc. 401(k) Plan held $97.8M in plan assets for 10,302 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

10,302

Accounts w/ balance

2,903

Plan assets (EOY)

$97.8M

Net assets (EOY)

$97.8M

Plan identifiers

SHC Services, Inc.'s EIN is 16-1216796.

EIN 16-1216796

Plan number 001

Plan year 2024

ACK ID 20251006093326NAL0005778944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SHC Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SHC Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHC SERVICES, INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 250K (4% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

SHC SERVICES, INC.

EIN

all filings

Address

6955 UNION PARK CENTER DR. · #400 · COTTONWOOD HEIGHTS, UT · 84047

Phone

(800) 456-6677

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$209K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRAVELLER & COMPANY	87-0668060	—	AUDITOR	$8K	—

Other service providers

Investments

28 direct securities · 1 pooled fund· $187.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$89.5M

1 holding

Pooled Separate Accounts

$89.5M

27 holdings

Insurance Contracts

$8.3M

1 holding

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$89.5M	91.5%
Vanguard 500 Index Admiral Pooled separate account N/A	Pooled Separate Accounts	—	—	$15.4M	15.8%
JPMorgan Large Cap Growth R6 Pooled separate account N/A	Pooled Separate Accounts	—	—	$11.7M	11.9%
* Stable Asset Fund II Insurance company funds N/A	Insurance Contracts	—	—	$8.3M	8.4%
PGIM Total Return Bond Z Pooled separate account N/A	Pooled Separate Accounts	—	—	$8.2M	8.4%
Federated Herm Intl Eq Instl Pooled separate account N/A	Pooled Separate Accounts	—	—	$8.1M	8.3%
JPMorgan Equity Income R6 Pooled separate account N/A	Pooled Separate Accounts	—	—	$5.7M	5.8%
Vanguard Mid Cap Idx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$4.6M	4.7%
Vanguard Wellington Admiral Pooled separate account N/A	Pooled Separate Accounts	—	—	$4.4M	4.5%
JPMorgan Mid Cap Growth R5 Pooled separate account N/A	Pooled Separate Accounts	—	—	$4.3M	4.4%
AB Small Cap Growth Z Pooled separate account N/A	Pooled Separate Accounts	—	—	$3.8M	3.9%
Vanguard Target Retire 2055 Pooled separate account N/A	Pooled Separate Accounts	—	—	$2.9M	2.9%
Allspring Specl MdCp Val Ins Pooled separate account N/A	Pooled Separate Accounts	—	—	$2.8M	2.9%
Vanguard Target Retire 2060 Pooled separate account N/A	Pooled Separate Accounts	—	—	$2.8M	2.9%
Vanguard Target Retire 2050 Pooled separate account N/A	Pooled Separate Accounts	—	—	$2.7M	2.8%
Vanguard Target Retire 2030 Pooled separate account N/A	Pooled Separate Accounts	—	—	$2.2M	2.2%
Vanguard Target Retire 2045 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.8M	1.9%
Vanguard Target Retire 2040 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.8M	1.8%
Vanguard Target Retire 2035 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.7M	1.8%
DFA US Targeted Value I Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.3M	1.3%
Vanguard Target Retire 2025 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.0M	1.0%
Vanguard Target Retire 2020 Pooled separate account N/A	Pooled Separate Accounts	—	—	$518K	0.5%
Vanguard FTSE Social Index Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$438K	0.4%
Vanguard Sm Cap Inx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$366K	0.4%
Invesco Developing Markets Y Pooled separate account N/A	Pooled Separate Accounts	—	—	$357K	0.4%
Vanguard Tot Int Stk Idx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$316K	0.3%
Vanguard Tot BdMktIdx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$237K	0.2%
Vanguard Target Retire Incm Pooled separate account N/A	Pooled Separate Accounts	—	—	$55K	<0.1%
Nuveen Soc Ch Intl Eq R6 Pooled separate account N/A	Pooled Separate Accounts	—	—	$12K	<0.1%