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Original filing (PDF)20251015075802NAL0002085155001
SHIVELY BROS., INC.
Form 5500
FILING_RECEIVED
SHIVELY BROS., INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
256
Accounts w/ balance
194
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: AGGRESSIVE GROWTH FUND (no filing on disk)]" is 33% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIVELY BROS., INC..
Plan sponsor
Name
SHIVELY BROS., INC.
EIN
38-1334301
Address
P.O. BOX 1520 · 2919 S. GRAND TRAVERSE · FLINT, MI · 485011520
Phone
(810) 232-7401
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
LEWIS & KNOPF, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $43K | — |
Investments
1 direct security · 6 pooled funds· $1.9M(24% 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.
Common Collective Trust
$1.8M
6 holdings
Uncategorized
$110K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AGGRESSIVE GROWTH FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 009 | Common Collective Trust | — | — | $596K | 7.5% | |
| MODERATE GROWTH FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 008 | Common Collective Trust | — | — | $577K | 7.3% | |
| CONSERVATIVE GROWTH FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 007 | Common Collective Trust | — | — | $264K | 3.3% | |
| CONSERVATIVE INCOME FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 005 | Common Collective Trust | — | — | $172K | 2.2% | |
| [DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)] | — | — | — | $110K | 1.4% | |
| METLIFE STABLE VALUE FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $110K | 1.4% | |
| MODERATE INCOME FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 006 | Common Collective Trust | — | — | $63K | 0.8% |
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