Back to filter
Original filing (PDF)20250929091617NAL0011957904001
THE SHUSTER GROUP, LLC
Form 5500-SF
FILING_RECEIVED
THE SHUSTER GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
12
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SHUSTER GROUP, LLC.
Plan sponsor
Name
THE SHUSTER GROUP, LLC
EIN
20-3633840
Address
2213 MENDON ROAD · WOONSOCKET, RI · 02895
Phone
(401) 475-1177
Industry
Wholesale Tradesee 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
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
PINNACLE FOOD SALES
PINNACLE FOOD SALES 401K PLAN & TRUST
$4.2M · 56 participants
UTILITY SALES AGENTS OF NORTH TEXAS, INC.
UTILITY SALES AGENTS OF NORTH TEXAS, INC. PROFIT SHARING PLAN
$4.2M · 11 participants
INDIREC TRAVEL SERVICE, INC.
INDIREC TRAVEL SERVICE, INC. EMPLOYEES' PROFIT SHARING PLAN
$4.2M · 3 participants
THACKER CASKETS INC
THACKER CASKETS INC
$4.2M · 86 participants
CONTINENTAL TRADE EXCHANGE, LTD
CTE 401(K) PLAN
$4.1M · 71 participants
AXIOM FOODS, INC
AXIOM FOODS, INC 401(K) P/S PLAN
$4.2M · 19 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B