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Original filing (PDF)20251014211839NAL0007408978001

THE SHAW GROUP, LLC

Form 5500
FILING_RECEIVED
THE SHAW GROUP 401(K) PLAN
401(k) retirement plan
Active participants
585
Accounts w/ balance
357
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
  • 58 bps in Schedule C fees — 100% above peer band of 29 bps.
  • 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SHAW GROUP, LLC.
Plan sponsor
Name
THE SHAW GROUP, LLC
EIN
85-0914759
Address
19450 SH 249, SUITE 450 · HOUSTON, TX · 77070
Phone
(337) 304-2248
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
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
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$57K
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
THIRTYNORTH INVESTMENTS LLC72-1461944ADVISOR$44K
STRATEGIC ADVISORS, INC.04-2654524ADVISOR$16K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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