Back to filter
Original filing (PDF)20251014130157NAL0001384627001
SHEFFER COMPANIES
Form 5500-SF
FILING_RECEIVED
SHEFFER COMPANIES 401K PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
9
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
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 SHEFFER COMPANIES.
Plan sponsor
Name
SHEFFER COMPANIES
EIN
23-1712800
Address
2159 WHITE STREET SUITE#3 BX 304 · YORK, PA · 17404
Phone
(717) 887-1326
Industry
Retail 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
2025-10-14
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
—
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 Retail Trade plans
WIERS INTERNATIONAL TRUCKS, INC.
WIERS CENTRAL INDIANA 401(K) PROFIT SHARING PLAN
$1.3M · 105 participants
MOTORCYCLE MALL INC
MOTORCYCLE MALL INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 73 participants
FITZGERALD PETERBILT I, LLC
FITZGERALD PETERBILT 401(K) PLAN
$1.3M · 115 participants
MRM MOTORS, INC
BATTLE CREEK HARLEY-DAVIDSON 401(K) PLAN
$1.3M · 61 participants
LARSONS CYCLE, INC.
LARSONS CYCLE 401(K) RETIREMENT SAVINGS PLAN
$1.3M · 14 participants
JIM MORONEYS, INC
JIM MORONEYS INC 401K PROFIT SHARING PLAN &TRUST
$1.3M · 65 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B