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Original filing (PDF)20250703125219NAL0000339587001
SHELCO, LLC
Form 5500
FILING_RECEIVED
SHELCO, LLC 401(K) PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
144
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
30 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELCO, LLC.
Plan sponsor
Name
SHELCO, LLC
EIN
56-1190111
Address
2359 PERIMETER POINTE PKWY. SUITE 6 · CHARLOTTE, NC · 28208
Phone
(704) 367-5600
Industry
Constructionsee 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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $964 | — |
Investments
30 pooled funds· $7.8M(48% 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.
Common Collective Trust
$5.9M
11 holdings
Pooled Separate Account
$1.9M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.9M | 11.9% | |
| TRP RET BLEND SELCT TRST 2035 1 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.7M | 10.5% | |
| TRP RET BLEND SELCT TRST 2025 1 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.3M | 7.9% | |
| TRP RET BLEND SELCT TRST 2055 1 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $708K | 4.3% | |
| TRP RET BLEND SEL TRST 2045 1 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $681K | 4.2% | |
| TRP RET BLEND SEL TRST 2050 1 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $599K | 3.7% | |
| TRP RET BLEND SELCT TRST 2040 1 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $452K | 2.8% | |
| TRP RET BLEND SELCT TRST 2060 1 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $190K | 1.2% | |
| TRP RET BLEND SELCT TRST 2015 1 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $182K | 1.1% | |
| TRP RET BLEND SELCT TRST 2065 1 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $40K | 0.2% | |
| TRP RET BLEND SELCT TRST 2030 1 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $38K | 0.2% | |
| TRP RET BLEND SEL TRST 2020 1 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $11K | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT BAL M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP VALUE A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM S&P 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2045 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2055 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON MID CAP VALUE S JANUS HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2035 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2020 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2030 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2025 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2040 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2060 M4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB DISCOVERY GROWTH A ALLIANCEBERNSTEIN · EIN 84-1455663 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2050 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2015 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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