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Original filing (PDF)20250729103856NAL0001520835001
SHELTERLOGIC CORP.
Form 5500
FILING_RECEIVED
SHELTERLOGIC CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
227
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELTERLOGIC CORP..
Plan sponsor
Name
SHELTERLOGIC CORP.
EIN
45-2872214
Address
150 CALLENDER ROAD · WATERTOWN, CT · 06795
Phone
(973) 406-3229
Industry
Manufacturingsee 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
2025-07-29
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
Investments
17 direct securities · 4 pooled funds· $29.0M(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
$18.8M
16 holdings
Common Collective Trust
$9.2M
4 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Investment Management, Inc. U.S. Equity A Fund | — | — | — | $3.8M | 13.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.3M | 11.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.0M | 10.2% | |
| Vanguard Group Target Retirement 2035 Investment Fund | — | — | — | $2.7M | 9.3% | |
| Vanguard Group Target Retirement 2025 Investment Fund | — | — | — | $1.6M | 5.6% | |
| Vanguard Group Target Retirement 2045 Investment Fund | — | — | — | $1.6M | 5.4% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| Metropolitan Management Total Return Bond M Fund | — | — | — | $1.5M | 5.0% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.0% | |
| Vanguard Group Target Retirement 2020 Investment Fund | — | — | — | $1.4M | 4.8% | |
| Vanguard Group Target Retirement 2030 Investment Fund | — | — | — | $1.4M | 4.8% | |
| Blackrock Advisors, LLC Liquidity Treasury Trust Fund Institutional | — | — | — | $1.2M | 4.1% | |
| Vanguard Group Target Retirement 2040 Investment Fund | — | — | — | $1.2M | 4.0% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Vanguard Group Target Retirement Income Investment Fund | — | — | — | $968K | 3.3% | |
| Vanguard Group Target Retirement 2050 Investment Fund | — | — | — | $539K | 1.9% | |
| Vanguard Group Target Retirement 2055 Investment Fund | — | — | — | $398K | 1.4% | |
| Participant Loans Interest rates ranging from 4.25% to 10.50% - | — | — | — | $331K | 1.1% | |
| Vanguard Group Target Retirement 2060 Investment Fund | — | — | — | $181K | 0.6% | |
| Vanguard Group Target Retirement 2065 Investment Fund | — | — | — | $24K | <0.1% | |
| (E) | — | — | — | $24K | <0.1% |
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