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Original filing (PDF)20251013135002NAL0001438641001
THE SHIPYARD, LLC
Form 5500
FILING_RECEIVED
THE SHIPYARD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
290
Accounts w/ balance
204
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
36 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
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SHIPYARD, LLC.
Plan sponsor
Name
THE SHIPYARD, LLC
EIN
81-5192423
Address
4030 EASTON STATION, SUITE 300 · COLUMBUS, OH · 43219
Phone
(800) 689-0543
Industry
Professional & Technical Servicessee all
Plan administrator
Name
AMERICANTCS FIDUCIARY SERVICES, LLC
EIN
93-2789379
City
PITTSBURGH, PA
Phone
(877) 514-5600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PW PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | RECORDKEEPING | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAFFER CAPITAL ADVISERS, LLC | 80-0365663 | — | ADVISOR | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICANTCS FIDUCIARY SERVICES, LLC | — | PITTSBURGH, PA | OTHER | $173 | — |
Investments
36 direct securities· $18.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Shaffer Capital Target Retirement 2035 | — | — | — | $3.6M | 20.1% | |
| Shaffer Capital Target Retirement 2055 | — | — | — | $2.1M | 11.6% | |
| Shaffer Capital Target Retirement 2040 | — | — | — | $2.1M | 11.4% | |
| Shaffer Capital Target Retirement 2050 | — | — | — | $2.0M | 10.8% | |
| Shaffer Capital Target Retirement 2045 | — | — | — | $1.9M | 10.4% | |
| Shaffer Capital Target Retirement 2025 | — | — | — | $1.3M | 7.0% | |
| Shaffer Capital Target Retirement 2060 | — | — | — | $1.2M | 6.8% | |
| Shaffer Capital Target Retirement Income | — | — | — | $1.1M | 6.2% | |
| Shaffer Capital Target Retirement 2030 | — | — | — | $1.1M | 5.9% | |
| CMFG Stable Value A34 | — | — | — | $352K | 1.9% | |
| Vanguard 500 Index Fund - Admiral Shares | — | — | — | $283K | 1.6% | |
| Shaffer Capital Target Retirement 2065 | — | — | — | $207K | 1.1% | |
| Putnam Growth Opportunities Fund Class R6 | — | — | — | $200K | 1.1% | |
| Columbia Select Mid Cap Value Fund Institutional 3 Class | — | — | — | $97K | 0.5% | |
| Manning & Napier HY BOND - I | — | — | — | $87K | 0.5% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | — | — | — | $83K | 0.5% | |
| Congress Mid Cap Growth Fund Institutional | — | — | — | $82K | 0.5% | |
| Participants' Notes Receivable | — | — | — | $48K | 0.3% | |
| Baron Real Estate Fund Class | — | — | — | $44K | 0.2% | |
| JPMorgan U.S. Equity Fund Class R6 | — | — | — | $40K | 0.2% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $28K | 0.2% | |
| Vanguard Federal Money Market Fund Investor Shares | — | — | — | $26K | 0.1% | |
| Congress Small Cap Growth Fund Institutional Class | — | — | — | $17K | <0.1% | |
| The Hartford Dividend and Growth Fund Class R6 | — | — | — | $13K | <0.1% | |
| Fidelity Advisor Emerg Mkts Discv | — | — | — | $12K | <0.1% | |
| Vanguard Developed Markets Index Fund AD | — | — | — | $12K | <0.1% | |
| Vanguard Short-Term Investment Grade ADM | — | — | — | $9K | <0.1% | |
| Vanguard Total International Bond Index Admiral Fund | — | — | — | $9K | <0.1% | |
| Shaffer Capital Advisers- Aggressive Passive Strategy | — | — | — | $7K | <0.1% | |
| Bridgeway Small Cap Value Fund | — | — | — | $6K | <0.1% | |
| Shaffer Capital Advisers- Aggressive Active Strategy | — | — | — | $5K | <0.1% | |
| Vanguard Small Cap Index - Admiral Shares | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Intl Small Cap I | — | — | — | $3K | <0.1% | |
| Vanguard High Yield Corporate Fund Admiral | — | — | — | $3K | <0.1% | |
| American Century Global Real Estate Fund R6 Class | — | — | — | $3K | <0.1% | |
| Vanguard Intermediate Term Bond Index AD | — | — | — | $221 | <0.1% |
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