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Original filing (PDF)20251014093602NAL0005258738002
SHAW SERVICES COMPANY
Form 5500
FILING_RECEIVED
SHAW SERVICES COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
204
Accounts w/ balance
283
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAW SERVICES COMPANY.
Plan sponsor
Name
SHAW SERVICES COMPANY
EIN
27-1500013
Address
300 KALAMATH STREET · DENVER, CO · 80223
Phone
(303) 825-4740
Industry
Constructionsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $44K | — |
| MORGAN STANLEY CAPITAL MANAGEMENT | 11-3658445 | — | NONE | $20K | — |
| COOK STREET CONSULTING, INC | 84-0854432 | — | NONE | $19K | — |
| P&M HOLDING GROUP LLP | 33-1498605 | — | NONE | $17K | — |
Investments
29 direct securities· $27.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.6M | 9.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.2M | 8.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.2M | 8.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.1M | 8.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.1M | 7.8% | |
| Fidelity Extended Market Index Fund | — | — | — | $2.0M | 7.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.0M | 7.5% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 6.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.5M | 5.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.3M | 5.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.1M | 4.3% | |
| Washington Mutual R6 Fund | — | — | — | $945K | 3.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $867K | 3.3% | |
| Euro Pacific Growth Fund R6 | — | — | — | $806K | 3.1% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $806K | 3.1% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $409K | 1.6% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $391K | 1.5% | |
| Goldman Sachs Money market fund - Financial Square Government Fund | — | — | — | $383K | 1.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $330K | 1.3% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $312K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $266K | 1.0% | |
| ALPS Smith Short Durations Bond Fund Class I | — | — | — | $238K | 0.9% | |
| Fidelity Total International Index Fund | — | — | — | $154K | 0.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $92K | 0.4% | |
| Metropolitan West High Yield Bond I | — | — | — | $84K | 0.3% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $82K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $49K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $45K | 0.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $44K | 0.2% |