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Original filing (PDF)20251015135737NAL0005054961001
SHL US LLC
Form 5500
FILING_RECEIVED
SHL US LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
169
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
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)
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.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHL US LLC.
Plan sponsor
Name
SHL US LLC
EIN
47-0958091
Address
1175 PEACHTREE STREET · SUITE 790 · ATLANTA, GA · 30361
Phone
(800) 899-7451
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
Investments
23 direct securities · 1 pooled fund· $20.3M(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
$20.2M
23 holdings
Common Collective Trust
$83K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.7M | 18.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.3M | 16.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.8M | 13.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $2.8M | 13.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.7M | 8.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.5M | 7.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.4M | 6.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $823K | 4.1% | |
| MFS Growth R6 Fund | — | — | — | $597K | 2.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $255K | 1.3% | |
| MFS Value R6 Fund | — | — | — | $195K | 1.0% | |
| Vanguard Target Retirement 2060 | — | — | — | $168K | 0.8% | |
| American Funds EuroPacific Growth R6 Fund | — | — | — | $149K | 0.7% | |
| Invesco Discovery R6 Fund | — | — | — | $147K | 0.7% | |
| Fidelity Total International Index Fund | — | — | — | $134K | 0.7% | |
| Participant Loans | — | — | — | $111K | 0.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $104K | 0.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $101K | 0.5% | |
| Victory Integrity Small Cap Value R6 Fund | — | — | — | $84K | 0.4% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $83K | 0.4% | |
| Fidelity US Bond Index Fund | — | — | — | $48K | 0.2% | |
| PGIM Total Retirement Bond R6 Fund | — | — | — | $42K | 0.2% | |
| Vanguard Target Retirement Income Index Fund | — | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $26K | 0.1% |
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