How big is SHC Holdco, Inc.'s plan?

SHC Holdco, Inc.'s plan reported $73.9M in assets and 6,298 participants for 2022.

Original filing (PDF)20230825111044NAL0000793648001

SHC Holdco, Inc.

Name: SHC Holdco, Inc. — SHC Holdco, Inc. 401(k) Plan, Form 5500 (2022)
Creator: SHC Holdco, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SHC Holdco, Inc. 401(k) Plan

401(k) retirement plan · SHC Holdco, Inc.'s SHC Holdco, Inc. 401(k) Plan held $73.9M in plan assets for 6,298 participants in 2022, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

6,298

Accounts w/ balance

2,690

Plan assets (EOY)

$73.9M

Net assets (EOY)

$73.9M

Plan identifiers

SHC Holdco, Inc.'s EIN is 27-0440873.

EIN 27-0440873

Plan number 001

Plan year 2022

ACK ID 20230825111044NAL0000793648001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for SHC Holdco, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

SHC HOLDCO, INC.

EIN

all filings

Address

6955 UNION PARK CENTER DR. · #400 · COTTONWOOD HEIGHTS, UT · 84047

Phone

(800) 456-6677

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-25

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$173K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL INC.	36-3194849	—	NONE	$77K	—

Investments

29 direct securities · 1 pooled fund· $132.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$65.2M

1 holding

Pooled Separate Accounts

$58.4M

26 holdings

Insurance Contracts

$8.7M

1 holding

Other securities

$11K

2 holdings

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$65.2M	88.2%
Vanguard 500 Index Admiral Pooled separate account N/A	Pooled Separate Accounts	—	—	$10.6M	14.4%
* Stable Asset Fund II Insurance company funds N/A	Insurance Contracts	—	—	$8.7M	11.7%
PGIM Total Return Bond Z Pooled separate account N/A	Pooled Separate Accounts	—	—	$7.3M	9.9%
Federated Herm Intl Eq Instl Pooled separate account N/A	Pooled Separate Accounts	—	—	$6.8M	9.2%
JPMorgan Equity Income R6 Pooled separate account N/A	Pooled Separate Accounts	—	—	$4.8M	6.5%
Vanguard Wellington Admiral Pooled separate account N/A	Pooled Separate Accounts	—	—	$3.8M	5.2%
Vanguard Mid Cap Idx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$3.7M	5.0%
JPMorgan Mid Cap Growth R5 Pooled separate account N/A	Pooled Separate Accounts	—	—	$3.3M	4.4%
AB Small Cap Growth Z Pooled separate account N/A	Pooled Separate Accounts	—	—	$2.9M	3.9%
Allspring Specl MdCp Val Ins Pooled separate account N/A	Pooled Separate Accounts	—	—	$2.5M	3.4%
Vanguard Target Retire 2055 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.7M	2.3%
Vanguard Target Retire 2050 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.6M	2.2%
Vanguard Target Retire 2030 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.6M	2.1%
Vanguard Target Retire 2060 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.3M	1.8%
DFA US Targeted Value I Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.1M	1.5%
Vanguard Target Retire 2045 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.1M	1.5%
Vanguard Target Retire 2035 Pooled separate account N/A	Pooled Separate Accounts	—	—	$1.0M	1.4%
Vanguard Target Retire 2040 Pooled separate account N/A	Pooled Separate Accounts	—	—	$991K	1.3%
Vanguard Target Retire 2025 Pooled separate account N/A	Pooled Separate Accounts	—	—	$842K	1.1%
Vanguard Target Retire 2020 Pooled separate account N/A	Pooled Separate Accounts	—	—	$326K	0.4%
Invesco Developing Markets Y Pooled separate account N/A	Pooled Separate Accounts	—	—	$320K	0.4%
Vanguard Sm Cap Inx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$249K	0.3%
Vanguard Tot Int Stk Idx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$210K	0.3%
Vanguard Tot BdMktIdx Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$145K	0.2%
Vanguard Target Retire Incm Pooled separate account N/A	Pooled Separate Accounts	—	—	$63K	<0.1%
a(2) Total number of active participants at the end of the plan year ...................................................................................... 6a(2)	Other securities	—	—	$6K	<0.1%
TIAA-CREF Soc Ch Intl Eq Instl Pooled separate account N/A	Pooled Separate Accounts	—	—	$6K	<0.1%
6 Number of participants as of the end of the plan year unless otherwise stated (welfare plans complete only lines 6a(1), 6a(2), 6b, 6c, and 6d). a(1) Total number of active participants at the beginning of the plan year............................................................................... 6a(1)	Other securities	—	—	$4K	<0.1%
Vanguard FTSE Social Index Adm Pooled separate account N/A	Pooled Separate Accounts	—	—	$3K	<0.1%