Original filing (PDF)20250630143216NAL0027723250001

SHELTON-KELLER GROUP, INC.

Name: SHELTON-KELLER GROUP, INC. — SHELTON-KELLER 401(K) PLAN, Form 5500 (2024)
Creator: SHELTON-KELLER GROUP, INC.

Form 5500-SF

FILING_RECEIVED

SHELTON-KELLER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELTON-KELLER GROUP, INC..

Plan sponsor

Name

SHELTON-KELLER GROUP, INC.

EIN

75-2617657

Address

2010 S LAMAR BLVD STE 125 · AUSTIN, TX · 78704

Phone

(512) 225-9828

Industry

Wholesale Tradesee 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

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

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

Related plans

Similar-size Wholesale Trade plans

WOLF STEEL ACQUISITION LLC

WOLF STEEL 401(K) PLAN

$2.9M · 37 participants

K & K TRADING LLC

K & K TRADING LLC PROFIT SHARING PLAN

$2.9M · 3 participants

THE HOWARD ELLIOTT COLLECTION, INC.

THE HOWARD ELLIOTT COLLECTION, INC. 401(K) SAVINGS PLAN

$3.0M · 27 participants

METRO MARKETING GROUP, INC.

METRO MARKETING GROUP, INC. 401(K) PROFIT SHARING PLAN

$3.0M · 7 participants

LEVTEX, LLC

LEVTEX, LLC PROFIT SHARING PLAN

$3.0M · 21 participants