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Original filing (PDF)20251210160202NAL0004740243001
SHAW SYSTEMS ASSOCIATES, L.L.C.
Form 5500
FILING_RECEIVED
SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
112
Accounts w/ balance
162
Plan assets (EOY)
$33.3M
Net assets (EOY)
$33.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
97
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAW SYSTEMS ASSOCIATES, L.L.C..
Plan sponsor
Name
SHAW SYSTEMS ASSOCIATES, L.L.C.
EIN
74-1597342
Address
10111 RICHMOND AVENUE, SUITE 600 · HOUSTON, TX · 77042
Phone
(713) 782-7730
Industry
Professional & Technical Servicessee 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
2025-12-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANDERS, MINKLER, HUBER HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $59K | — |
Investments
31 direct securities · 1 pooled fund· $33.3M(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.
Uncategorized
$32.0M
31 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan US Equity R5 | — | — | — | $6.9M | 20.8% | |
| JP Morgan Large Cap Growth R5 | — | — | — | $6.4M | 19.4% | |
| American Funds New Perspective R5 | — | — | — | $2.5M | 7.5% | |
| American Funds 2045 Target Date Fund R5 | — | — | — | $2.4M | 7.3% | |
| American Funds American Balanced R5 | — | — | — | $1.7M | 5.2% | |
| Vanguard 500 Index Fund Adm | — | — | — | $1.3M | 3.9% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| American Funds 2030 Target Date Fund R5 | — | — | — | $1.2M | 3.6% | |
| American Funds 2040 Target Date Fund R5 | — | — | — | $1.1M | 3.4% | |
| American Funds 2025 Target Date Fund R5 | — | — | — | $1.1M | 3.2% | |
| American Funds 2035 Target Date Fund R5 | — | — | — | $977K | 2.9% | |
| American Funds 2010 Target Date Fund R5 | — | — | — | $891K | 2.7% | |
| MFS International Growth R4 | — | — | — | $756K | 2.3% | |
| American Funds 2050 Target Date Fund R5 | — | — | — | $602K | 1.8% | |
| American Funds Inc Fund of Amer R5 | — | — | — | $584K | 1.8% | |
| American Funds 2055 Target Date Fund R5 | — | — | — | $422K | 1.3% | |
| American Funds 2060 Target Date Fund R5 | — | — | — | $356K | 1.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $315K | 0.9% | |
| American Funds US Government Sec R5 | — | — | — | $271K | 0.8% | |
| American Funds 2020 Target Date Fund R5 | — | — | — | $270K | 0.8% | |
| Vanguard Small Cap Index Fund Adm | — | — | — | $232K | 0.7% | |
| American Funds Strategic Bond R5 | — | — | — | $224K | 0.7% | |
| American Funds New World Fund R5 | — | — | — | $219K | 0.7% | |
| MFS New Discovery Value R6 | — | — | — | $219K | 0.7% | |
| Federated Hermes Instl High Yield Bd R6 | — | — | — | $187K | 0.6% | |
| Vanguard Developed Mrkts Ind Adm | — | — | — | $181K | 0.5% | |
| Victory Sycamore Established Value I | — | — | — | $164K | 0.5% | |
| Columbia Dividend Income Instl 2 | — | — | — | $143K | 0.4% | |
| Plan participants | — | — | — | $134K | 0.4% | |
| Federated Hermes Mdt Small Cap Core Fd Is | — | — | — | $80K | 0.2% | |
| Putnam Small Cap Growth Y | — | — | — | $50K | 0.2% | |
| American Funds 2065 Target Date Fund R5 | — | — | — | $2K | <0.1% |
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