How big is Shealys Inc.'s plan?

Shealys Inc.'s plan reported $7.3M in assets and 97 participants for 2024.

Original filing (PDF)20251008143614NAL0009982048001

Shealys Inc.

Name: Shealys Inc. — Shealys Inc. 401(k) Plan, Form 5500 (2024)
Creator: Shealys Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shealys Inc. 401(k) Plan

401(k) retirement plan · Shealys Inc.'s Shealys Inc. 401(k) Plan held $7.3M in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Rebecca T Shealy signed Shealys Inc.'s 2024 Form 5500 as plan administrator.

Rebecca T Shealy — 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

Shealys Inc.'s EIN is 57-0290347.

EIN 57-0290347

Plan number 002

Plan year 2024

ACK ID 20251008143614NAL0009982048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shealys Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shealys Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (23rd percentile).

Helping the score

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

Plan sponsor

Name

SHEALYS INC.

EIN

all filings

Address

1340 BLUFF ROAD · COLUMBIA, SC · 29201

Phone

(803) 467-4045

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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