How big is Sheldon SITE Utilities, Inc.'s plan?

Sheldon SITE Utilities, Inc.'s plan reported $3.5M in assets and 12 participants for 2024.

Original filing (PDF)20250630125733NAL0027563202001

Sheldon SITE Utilities, Inc.

Name: Sheldon SITE Utilities, Inc. — Sheldon SITE, Form 5500 (2024)
Creator: Sheldon SITE Utilities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheldon SITE Utilities, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Sheldon SITE Utilities, Inc.'s Sheldon SITE Utilities, Inc. 401(k) Retirement Savings Plan held $3.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

William Sheldon signed Sheldon SITE Utilities, Inc.'s 2024 Form 5500 as plan administrator.

William Sheldon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sheldon SITE Utilities, Inc.'s EIN is 20-0721148.

EIN 20-0721148

Plan number 001

Plan year 2024

ACK ID 20250630125733NAL0027563202001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score