How big is Shentel Management Company's plan?

Shentel Management Company's plan reported $16.2M in assets and 23 participants for 2023.

Original filing (PDF)20250613110626NAL0029994176001

Shentel Management Company

Name: Shentel Management Company — Horizon Telcom and, Form 5500 (2023)
Creator: Shentel Management Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement

Defined-benefit pension plan · Shentel Management Company's Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement held $16.2M in plan assets for 23 participants in 2023.

Signals · 1

32% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

People on this filing

Christopher E. French signed Shentel Management Company's 2023 Form 5500 as plan administrator.

Christopher E. French — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shentel Management Company's EIN is 31-1449037.

EIN 31-1449037

Plan number 002

Plan year 2023

ACK ID 20250613110626NAL0029994176001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shentel Management Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shentel Management Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHENTEL MANAGEMENT COMPANY.

Finding similar companies…

How this plan invests

This plan

56 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

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).
Plan is frozen (1I) — no new benefit accrual.

Plan sponsor

Name

SHENTEL MANAGEMENT COMPANY

EIN

all filings

Address

500 SHENTEL WAY · EDINBURGH, VA · 22824

Phone

(540) 984-5414

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKET & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB TRUST BANK	82-3967259	—	NONE	$79K	—

Investments

56 direct securities· $16.1M(100% of reported assets)

Other securities

$7.6M

10 holdings

Common Stocks

$5.1M

35 holdings

Mutual Funds

$3.1M

9 holdings

U.S. Treasuries

$250K

1 holding

Agency / Mortgage-Backed

$1K

1 holding

					% of plan
iShares Core S&P Small-Cap ETF Mutual fund	Other securities	—	$1.5M	$1.9M	11.8%
Loomis Sayles Investment Grade Bond Y Mutual fund	Other securities	—	$1.5M	$1.5M	9.3%
Federated Hermes Total Return Bond R6 Mutual fund	Other securities	—	$1.6M	$1.4M	8.8%
MFS Intl Diversification CL R6 Mutual fund	Mutual Funds	—	$785K	$893K	5.5%
iShares Core US Aggregate Bond ETF Mutual fund	Other securities	—	$662K	$682K	4.2%
SPDR Portfolio DVLPD World EX-US ETF Mutual fund	Other securities	—	$559K	$616K	3.8%
Guggenheim Limited Duration Instl Mutual fund	Other securities	—	$492K	$481K	3.0%
Lord Abbett Short Duration Income I Mutual fund	Mutual Funds	—	$499K	$474K	2.9%
PIMCO Long Duration Total Return Instl Mutual fund	Mutual Funds	—	$460K	$458K	2.8%
Microsoft Corporation Common stock	Common Stocks	—	$62K	$453K	2.8%
Apple Inc Common stock	Common Stocks	—	$130K	$408K	2.5%
TCW Metwest Unconstrained BD I Mutual fund	Other securities	—	$359K	$321K	2.0%
Alphabet Inc Common stock	Common Stocks	—	$80K	$293K	1.8%
Amazon.com Inc Common stock	Common Stocks	—	$175K	$274K	1.7%
Janus Henderson Enterprise FD N Mutual fund	Mutual Funds	—	$237K	$267K	1.6%
iShares Core MSCI Emerging ETF Mutual fund	Other securities	—	$243K	$266K	1.6%
Fidelity ADV Small Cap Growth FD CL Z Mutual fund	Mutual Funds	—	$227K	$263K	1.6%
Victory Sycamore Established Value I Mutual fund	Other securities	—	$239K	$263K	1.6%
US Treasury Note U.S. government security 4.25%, 9/30/2024	U.S. Treasuries	—	$250K	$250K	1.5%
Fiserv Inc Common stock	Common Stocks	—	$105K	$246K	1.5%
Charles Schwab Bank Interest-bearing cash	Mutual Funds	—	$227K	$227K	1.4%
DFA Real Estate Securities Port Inst Mutual fund	Mutual Funds	—	$191K	$221K	1.4%
JP Morgan Chase & Co Common stock	Common Stocks	—	$60K	$214K	1.3%
Visa Inc Common stock	Common Stocks	—	$77K	$204K	1.3%
UnitedHealth Group Incorporated Common stock	Common Stocks	—	$84K	$200K	1.2%
Dimensional US Targeted Value ETF Mutual fund	Mutual Funds	—	$162K	$180K	1.1%
Federated Hermes Instl High Yield Bd R6 Mutual fund	Other securities	—	$159K	$167K	1.0%
American Express Company Common stock	Common Stocks	—	$104K	$165K	1.0%
Parker-Hannifin Corporation Common stock	Common Stocks	—	$90K	$165K	1.0%
McDonalds Corporation Common stock	Common Stocks	—	$133K	$157K	1.0%
Vanguard Inflation-Protected Secs Adm Mutual fund	Mutual Funds	—	$151K	$149K	0.9%
ServiceNow Inc Common stock	Common Stocks	—	$73K	$149K	0.9%
Costco Wholesale Corporation Common stock	Common Stocks	—	$27K	$141K	0.9%
Elevance Health Inc Common stock	Common Stocks	—	$118K	$139K	0.9%
Walmart Inc Common stock	Common Stocks	—	$79K	$129K	0.8%
Advanced Micro Devices Common stock	Common Stocks	—	$101K	$128K	0.8%
Marvell Tech Group Common stock	Common Stocks	—	$84K	$120K	0.7%
Workday INC Common stock	Common Stocks	—	$101K	$117K	0.7%
Johnson & Johnson Common stock	Common Stocks	—	$88K	$112K	0.7%
Mckesson Corporation Common stock	Common Stocks	—	$94K	$112K	0.7%
Salesforce Inc Common stock	Common Stocks	—	$78K	$104K	0.6%
Chubb Limited Common stock	Common Stocks	—	$49K	$102K	0.6%
Stryker Corporation Common stock	Common Stocks	—	$79K	$102K	0.6%
Intuitive Surgical Inc Common stock	Common Stocks	—	$60K	$99K	0.6%
Lockheed Martin Corporation Common stock	Common Stocks	—	$76K	$97K	0.6%
Boeing Co Common stock	Common Stocks	—	$109K	$92K	0.6%
Raytheon Technologies Company Common stock	Common Stocks	—	$58K	$86K	0.5%
The Procter & Gamble Company Common stock	Common Stocks	—	$63K	$84K	0.5%
Emerson Electric Co Common stock	Common Stocks	—	$65K	$82K	0.5%
M & T Bank Corporation Common stock	Common Stocks	—	$73K	$81K	0.5%