Back to filter
Original filing (PDF)20250825083643NAL0007673841001
SHOOK CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
SHOOK CONSTRUCTION CO. RETIREMENT PLAN
401(k) retirement plan
Active participants
308
Accounts w/ balance
202
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHOOK CONSTRUCTION CO..
Plan sponsor
Name
SHOOK CONSTRUCTION CO.
EIN
31-0443680
Address
2000 W. DOROTHY LANE · MORAINE, OH · 45439
Phone
(937) 276-6666
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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KENTNER SELLERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | 34-1753575 | — | CONSULTANT | $25K | — |
Investments
24 direct securities · 1 pooled fund· $30.8M(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.
Uncategorized
$29.2M
24 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital 34,944 shares | — | — | $35K | $4.0M | 13.6% | |
| Vanguard Target Retirement 2045 114,815 shares | — | — | $115K | $3.4M | 11.7% | |
| Vanguard 500 Index 5,079 shares | — | — | $5K | $2.8M | 9.5% | |
| Fidelity Government Money Market Fund 464 shares 464 H&W Large Cap Value 41,134 shares | — | — | $41K | $1.7M | 5.8% | |
| Invesco Stable Value Trust 1,658,740 shares | — | — | $1.7M | $1.7M | 5.7% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.7% | |
| Vanguard Wellington 36,489 shares | — | — | $36K | $1.6M | 5.4% | |
| DFA US Target Value 41,188 shares | — | — | $41K | $1.4M | 4.9% | |
| Dodge & Cox International Stock 27,885 shares | — | — | $28K | $1.4M | 4.8% | |
| Vanguard Target Retirement 2035 57,247 shares | — | — | $57K | $1.4M | 4.7% | |
| Vanguard Target Retirement 2050 26,615 shares | — | — | $27K | $1.3M | 4.5% | |
| Lord Abbet Developing Growth Fund 34,914 shares | — | — | $35K | $1.0M | 3.6% | |
| Vanguard International Growth Admiral 10,282 shares | — | — | $10K | $1.0M | 3.6% | |
| Vanguard Target Retirement 2040 22,655 shares | — | — | $23K | $979K | 3.4% | |
| Vanguard Target Retirement 2055 17,498 shares | — | — | $17K | $973K | 3.3% | |
| Metwest Total Return Bond 97,118 shares | — | — | $97K | $861K | 3.0% | |
| Vanguard Target Retirement 2060 16,378 shares | — | — | $16K | $839K | 2.9% | |
| Vanguard Target Retirement 2030 20,171 shares | — | — | $20K | $764K | 2.6% | |
| Vanguard Target Retirement 2020 26,604 shares | — | — | $27K | $704K | 2.4% | |
| Vanguard Emerging Markets Stock Index 12,719 shares | — | — | $13K | $468K | 1.6% | |
| Vanguard Target Retirement 2025 22,976 shares | — | — | $23K | $429K | 1.5% | |
| Vanguard Target Retirement Income 21,522 shares | — | — | $22K | $282K | 1.0% | |
| Vanguard Target Retirement 2065 5,300 shares | — | — | $5K | $178K | 0.6% | |
| maturing 2025-2029 | — | — | — | $32K | 0.1% | |
| Vanguard Target Retirement 2070 275 shares | — | — | — | $7K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Construction plans
BOARD OF TRUSTEES, BAC OF MICHIGAN WELFARE FUND
BAC OF MICHIGAN HEALTH AND WELFARE FUND
$29.3M · 1,623 participants
CONLON CONSTRUCTION COMPANY
CONLON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
$29.0M · 161 participants
LEE KENNEDY CO, INC.
LEE KENNEDY CO., INC. 401(K) AND PROFIT SHARING PLAN
$29.0M · 108 participants
THE WINTER CONSTRUCTION
THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS
$28.9M · 216 participants
HAYDON BUILDING CORP
HAYDON BUILDING CORP 401(K) PLAN
$29.4M · 547 participants
FAGEN, INC.
FAGEN, INC. 401(K) PLAN
$29.4M · 625 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants