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Original filing (PDF)20251006093326NAL0005778944001
SHC SERVICES, INC.
Form 5500
FILING_RECEIVED
SHC SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,302
Accounts w/ balance
2,903
Plan assets (EOY)
$97.8M
Net assets (EOY)
$97.8M
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 (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 31 bps in Schedule C fees — 97% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHC SERVICES, INC..
Plan sponsor
Name
SHC SERVICES, INC.
EIN
16-1216796
Address
6955 UNION PARK CENTER DR. · #400 · COTTONWOOD HEIGHTS, UT · 84047
Phone
(800) 456-6677
Industry
Admin Support & Waste Mgmtsee all
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
Audit & trust (Schedule H)
Auditor
TRAVELLER & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRAVELLER & COMPANY | 87-0668060 | — | AUDITOR | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $209K | — |
| MESIROW FINANCIAL INC. | 36-3194849 | — | NONE | $91K | — |
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
Uncategorized
$89.3M
26 holdings
Insurance Contracts
$8.3M
1 holding
Pooled Separate Accounts
$237K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $15.4M | 15.8% | |
| JPMorgan Large Cap Growth R6 Pooled separate account N/A | — | — | — | $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 | — | — | — | $8.2M | 8.4% | |
| Federated Herm Intl Eq Instl Pooled separate account N/A | — | — | — | $8.1M | 8.3% | |
| JPMorgan Equity Income R6 Pooled separate account N/A | — | — | — | $5.7M | 5.8% | |
| Vanguard Mid Cap Idx Adm Pooled separate account N/A | — | — | — | $4.6M | 4.7% | |
| Vanguard Wellington Admiral Pooled separate account N/A | — | — | — | $4.4M | 4.5% | |
| JPMorgan Mid Cap Growth R5 Pooled separate account N/A | — | — | — | $4.3M | 4.4% | |
| AB Small Cap Growth Z Pooled separate account N/A | — | — | — | $3.8M | 3.9% | |
| Vanguard Target Retire 2055 Pooled separate account N/A | — | — | — | $2.9M | 2.9% | |
| Allspring Specl MdCp Val Ins Pooled separate account N/A | — | — | — | $2.8M | 2.9% | |
| Vanguard Target Retire 2060 Pooled separate account N/A | — | — | — | $2.8M | 2.9% | |
| Vanguard Target Retire 2050 Pooled separate account N/A | — | — | — | $2.7M | 2.8% | |
| Vanguard Target Retire 2030 Pooled separate account N/A | — | — | — | $2.2M | 2.2% | |
| Vanguard Target Retire 2045 Pooled separate account N/A | — | — | — | $1.8M | 1.9% | |
| Vanguard Target Retire 2040 Pooled separate account N/A | — | — | — | $1.8M | 1.8% | |
| Vanguard Target Retire 2035 Pooled separate account N/A | — | — | — | $1.7M | 1.8% | |
| DFA US Targeted Value I Pooled separate account N/A | — | — | — | $1.3M | 1.3% | |
| Vanguard Target Retire 2025 Pooled separate account N/A | — | — | — | $1.0M | 1.0% | |
| Vanguard Target Retire 2020 Pooled separate account N/A | — | — | — | $518K | 0.5% | |
| Vanguard FTSE Social Index Adm Pooled separate account N/A | — | — | — | $438K | 0.4% | |
| Vanguard Sm Cap Inx Adm Pooled separate account N/A | — | — | — | $366K | 0.4% | |
| Invesco Developing Markets Y Pooled separate account N/A | — | — | — | $357K | 0.4% | |
| Vanguard Tot Int Stk Idx Adm Pooled separate account N/A | — | — | — | $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 | — | — | — | $55K | <0.1% | |
| Nuveen Soc Ch Intl Eq R6 Pooled separate account N/A | — | — | — | $12K | <0.1% |
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