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Original filing (PDF)20250620192321NAL0004155009001
SHALBY ADVANCED TECHNOLOGIES, INC.
Form 5500-SF
FILING_RECEIVED
SHALBY ADVANCED TECHNOLOGIES, INC. 401K PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
25
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
84
/ 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
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHALBY ADVANCED TECHNOLOGIES, INC..
Plan sponsor
Name
SHALBY ADVANCED TECHNOLOGIES, INC.
EIN
86-2806086
Address
1115 WINDFIELD WAY · EL DORADO HILLS, CA · 95762
Phone
(916) 355-7111
Industry
Engineering Services· 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
2025-06-20
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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