How big is Shelter Associates, Ltd.'s plan?

Shelter Associates, Ltd.'s plan reported $146K in assets and 24 participants for 2024.

Original filing (PDF)20250529074056NAL0007625489001

Shelter Associates, Ltd.

Name: Shelter Associates, Ltd. — Form 5500 (2024)
Creator: Shelter Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Shelter Associates, Ltd. held $146K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Laina Hanchak signed Shelter Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Laina Hanchak — 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

Shelter Associates, Ltd.'s EIN is 54-1026658.

EIN 54-1026658

Plan number 001

Plan year 2024

ACK ID 20250529074056NAL0007625489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelter Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelter Associates, Ltd.'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 SHELTER ASSOCIATES, LTD.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

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

Plan sponsor

Name

SHELTER ASSOCIATES, LTD

EIN

all filings

Address

1009 E. HIGH STREET · CHARLOTTESVILLE, VA · 22902

Phone

(434) 531-3091

Industry

Construction

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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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