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Original filing (PDF)20250916132835NAL0001337155001
SHAW INDUSTRIES GROUP, INC.
Form 5500
FILING_RECEIVED
SHAW INDUSTRIES GROUP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
16,672
Accounts w/ balance
19,197
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
30 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 138% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAW INDUSTRIES GROUP, INC..
Plan sponsor
Name
SHAW INDUSTRIES GROUP, INC.
EIN
58-1032521
Address
616 EAST WALNUT AVENUE · DALTON, GA · 30722
Phone
(706) 278-3812
Industry
Manufacturingsee all
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
2025-09-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PUTNAM ADVISORY | 04-3543039 | — | INVESTMENT ADVISORY | $384K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.7M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT | 45-4084437 | — | ACCOUNTANT | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
24 direct securities · 30 pooled funds· $2.4B(100% 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
$1.2B
26 holdings
Uncategorized
$1.1B
22 holdings
Mutual Funds
$81.3M
1 holding
Pooled Separate Account
$22.3M
4 holdings
Pooled Separate Accounts
$10.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various Investment Contracts GICS and SICS | — | — | — | $251.4M | 14.4% | |
| US EQUITY INDEX J FUND BLACKROCK INST TRUST CO · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $234.6M | 13.5% | |
| MainStay Large Cap Growth R6 Fund | — | — | — | $119.3M | 6.8% | |
| Principal Trust Company Hybrid 2030 Fund | — | — | — | $116.1M | 6.7% | |
| PRIN LIFETIME HYB 2030 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $116.1M | 6.7% | |
| Principal Trust Company Hybrid 2035 Fund | — | — | — | $106.1M | 6.1% | |
| PRIN LIFETIME HYB 2035 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $106.1M | 6.1% | |
| BLACKROCK MID CAP EQU IDX J FD BLACKROCK INST TRUST CO · EIN 87-3130183 / PN 001 | Common Collective Trust | — | — | $97.1M | 5.6% | |
| Principal Trust Company Hybrid 2040 Fund | — | — | — | $87.2M | 5.0% | |
| PRIN LIFETIME HYB 2040 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $87.2M | 5.0% | |
| Principal Trust Company Hybrid 2045 Fund | — | — | — | $81.4M | 4.7% | |
| PRIN LIFETIME HYB 2045 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $81.4M | 4.7% | |
| American Funds American Mutual R6 Fund | Mutual Funds | — | — | $81.3M | 4.7% | |
| BLKROCK RUSSELL 2000 IDX M FD BLACKROCK INST TRUST CO · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $69.5M | 4.0% | |
| Principal Trust Company Hybrid 2050 Fund | — | — | — | $63.7M | 3.7% | |
| PRIN LIFETIME HYB 2050 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $63.7M | 3.7% | |
| Principal Trust Company Hybrid 2025 Fund | — | — | — | $58.6M | 3.4% | |
| PRIN LIFETIME HYB 2025 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $58.6M | 3.4% | |
| Principal Trust Company Hybrid 2055 Fund | — | — | — | $52.8M | 3.0% | |
| PRIN LIFETIME HYB 2055 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $52.8M | 3.0% | |
| PRUDENTIAL CORE PLUS BOND 12 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $41.7M | 2.4% | |
| BLACKROCK MSCI ACWI EX-US IN M BLACKROCK INST TRUST CO · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $39.0M | 2.2% | |
| PRIN LIFETIME HYB 2060 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $33.7M | 1.9% | |
| Principal Trust Company Hybrid 2060 Fund | — | — | — | $33.7M | 1.9% | |
| Shaw Stable Value Fund * Principal STIF Common Collective Trust Fund | — | — | — | $26.5M | 1.5% | |
| SHORT TERM INVESTMENT FUND SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $26.5M | 1.5% | |
| Invesco Investment Discovery R6 Fund | — | — | — | $23.2M | 1.3% | |
| Principal Trust Company Hybrid 2020 Fund | — | — | — | $22.9M | 1.3% | |
| PRIN LIFETIME HYB 2020 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $22.9M | 1.3% | |
| American Funds EuroPacific Growth R6 Fund | — | — | — | $21.4M | 1.2% | |
| BLACKROCK US DEBT INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $21.3M | 1.2% | |
| MassMutual Mid Cap Growth Institutional Fund | — | — | — | $18.5M | 1.1% | |
| Principal Trust Company Hybrid 2065 Fund | — | — | — | $17.1M | 1.0% | |
| PRIN LIFETIME HYB 2065 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $17.1M | 1.0% | |
| Fidelity Small Cap Value Fund | — | — | — | $11.4M | 0.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $10.4M | 0.6% | |
| s * Principal Life Insurance Company Mid Cap Value I Separate Account | Pooled Separate Accounts | — | — | $10.4M | 0.6% | |
| Principal Life Insurance Company Large Cap S&P 500 Index Separate Account | — | — | — | $8.8M | 0.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $8.8M | 0.5% | |
| Principal Trust Company Hybrid 2015 Fund | — | — | — | $7.4M | 0.4% | |
| PRIN LIFETIME HYB 2015 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $7.4M | 0.4% | |
| PRIN LIFETIME HYB INC CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $6.0M | 0.3% | |
| Principal Trust Company Hybrid Income | — | — | — | $6.0M | 0.3% | |
| Principal Trust Company Hybrid 2070 Fund | — | — | — | $2.8M | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2.8M | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $2.7M | 0.2% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.4M | 0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $1.6M | <0.1% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | — | — | — | $1.6M | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.6M | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.4M | <0.1% | |
| BLACKROCK EQUITY INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MIDCP EQ INDEX M FD BLACKROCK INST TRUST CO · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |