Original filing (PDF)20250630125733NAL0027563202001

SHELDON SITE UTILITIES, INC.

Name: SHELDON SITE UTILITIES, INC. — SHELDON SITE UTILITIES, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SHELDON SITE UTILITIES, INC.

Form 5500-SF

FILING_RECEIVED

SHELDON SITE UTILITIES, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELDON SITE UTILITIES, INC..

Plan sponsor

Name

SHELDON SITE UTILITIES, INC.

EIN

20-0721148

Address

12125 PAINE STREET · POWAY, CA · 92064

Phone

(858) 486-8004

Industry

Constructionsee 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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

PELICAN SHIPYARD & REPAIR, INC.

PELICAN SHIPYARD & REPAIR, INC. 401(K) PLAN

$3.5M · 5 participants

PREMIERE MUSIC AND FILM SYSTEMS INC.

PREMIERE SYSTEMS 401(K) PLAN

$3.4M · 50 participants

AMS PAVING INC

AMS PAVING INC 401(K) PROFIT SHARING PLAN & TRUST

$3.5M · 91 participants

A-ABSOLUTE COMFORT HEATING & COOLING, INC.

THE CONTRACTORS RETIREMENT PLAN

$3.4M · 18 participants

HAL HAYS CONSTRUCTION, INC.

HAL HAYS CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN