· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SHELTER 7 LLC — SHELTER 7 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522035113NAL0002388993001
SHELTER 7 LLC
Form 5500-SF
FILING_RECEIVED
SHELTER 7 401K PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
8
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHELTER 7 LLC
.
Find decision makers
Plan sponsor
Name
SHELTER 7 LLC
EIN
27-0413201
Address
P.O. BOX 1602 · PERRY LANE · NANTUCKET, MA · 02554
Phone
(508) 648-4515
Industry
Construction
see 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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
BOLTON CUSTOM HOMES INC.
BOLTON CUSTOM HOMES 401(K) PLAN
$1.6M · 17 participants
TBGC & P MANAGEMENT, LLC
TBGC & P MANAGEMENT, LLC CASH BALANCE PLAN
$1.6M · 1 participants
RENOVO SERVICES, INC.
SERVPRO OF ARLINGTON AND JACKSONVILLE SOUTH 401(K) PLAN
$1.6M · 45 participants
PYRAMID DRYWALL, INC
PYRAMID DRYWALL, INC.
$1.6M · 6 participants
ROCA TILE USA INC.
ROCA TILE USA INC. 401(K) RETIREMENT PLAN
$1.6M · 116 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
W.A. BENTZ CONSTRUCTION, INC.
W.A. BENTZ CONSTRUCTION, INC. 401(K) NEW COMPARABILITY PLAN
$1.6M · 11 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
