Back to filter
Original filing (PDF)20251010143559NAL0004336579001
SHALLCO, INC.
Form 5500-SF
FILING_RECEIVED
SHALLCO, INC. CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
23
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHALLCO, INC..
Plan sponsor
Name
SHALLCO, INC.
EIN
56-0893925
Address
PO BOX 1089 · SMITHFIELD, NC · 27577
Phone
(919) 934-3135
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
WATTEREDGE, LLC
401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF WATTEREDGE, LLC
$1.6M · 29 participants
ELECTRONIC ASSEMBLIES MFG. INC.
ELECTRONIC ASSEMBLIES 401(K) RETIREMENT PLAN
$1.6M · 17 participants
MITCHELL ELECTRONICS CORPORATION
MITCHELL ELECTRONICS CORPORATION 401(K) PROFIT SHARING PLAN
$1.6M · 11 participants
MCIVER ENGINEERING & CONTROLS SOLUTIONS, LLC
MCIVER ENGINEERING & CONTROLS SOLUTIONS, LLC 401(K) PLAN
$1.6M · 19 participants
BRYANT CONTROL INC
BRYANT CONTROL, INC. 401(K) PLAN
$1.6M · 5 participants
INDUSTRIAL WIRE & CABLE CORP.
INDUSTRIAL WIRE & CABLE CORP. 401(K) PLAN
$1.7M · 55 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants