How big is JW & Shell LLC's plan?

JW & Shell LLC's plan reported $671K in assets and 16 participants for 2024.

Original filing (PDF)20250903160243NAL0015544001001

JW & Shell LLC

Name: JW & Shell LLC — JW & Shell LLC 401(k) Plan, Form 5500 (2024)
Creator: JW & Shell LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JW & Shell LLC 401(k) Plan

401(k) retirement plan · JW & Shell LLC's JW & Shell LLC 401(k) Plan held $671K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

People on this filing

Heather Stewart signed JW & Shell LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

JW & Shell LLC's EIN is 47-1814528.

EIN 47-1814528

Plan number 001

Plan year 2024

ACK ID 20250903160243NAL0015544001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JW & Shell LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JW & Shell LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JW & SHELL LLC.

Finding similar companies…

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JW & SHELL LLC

EIN

all filings

Address

1305 WEST RUTLEDGE AVENUE · GAFFNEY, SC · 29341

Phone

(843) 830-4957

Industry

Accommodation & Food Services

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

2025-09-03

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

Dough Time, LLC

Dough Time, LLC 401(k) Plan

$671K · 40 participants

Btccc LLC

Btccc LLC Safe Harbor 401(k) Profit Sharing Plan

$670K · 14 participants

Julie & John, Inc.

Julie & John, Inc. 401(k) Plan

$669K · 56 participants

Kelley Third, Inc. DBA Chick-FIL-a VERO Beach FSR

Chick-FIL-a VERO Beach Cash Balance Plan

$669K · 39 participants

D'ORSI'S Bakery & Delicatessen, Inc.

D'ORSI'S Bakery & Delicatessen 401(k) Plan

$673K · 14 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.