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Original filing (PDF)20251014150904NAL0004334800001
OLD SHELL ROAD MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
OLD SHELL ROAD MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
231
Accounts w/ balance
115
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
87
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Voya Voya Gov Money Market Port I a" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD SHELL ROAD MANAGEMENT, INC..
Plan sponsor
Name
OLD SHELL ROAD MANAGEMENT, INC.
EIN
87-4279908
Address
1 ST. LOUIS ST. SUITE 4200 · MOBILE, AL · 36602
Phone
(251) 443-6900
Industry
Constructionsee 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
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
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $15.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.2M
30 holdings
Pooled Separate Account
$7.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP VOYA RETIREMENT INS & ANNUITY VOYA RETIREMENT INS & ANNUITY COMPANY · EIN 71-0294708 / PN 065 | Pooled Separate Account | — | — | $7.6M | 92.8% | |
| Voya Gov Money Market Port I a | — | — | — | $2.2M | 26.3% | |
| American Century Investments AmCen Ultra Fund A | — | — | — | $1.0M | 12.4% | |
| MFS Mass Investors Grw Stk Fnd A | — | — | — | $678K | 8.3% | |
| Voya Indx Solution 2040 Pt Adv a | — | — | — | $561K | 6.8% | |
| Voya Index Plus LargeCap Prt I a | — | — | — | $406K | 5.0% | |
| Voya Fixed Account A | — | — | — | $395K | 4.8% | |
| Voya Indx Solution 2030 Pt Adv a 698 * Voya Indx Solution 2035 P Adv a | — | — | — | $336K | 4.1% | |
| Invesco Amer Franchise Fund A | — | — | — | $318K | 3.9% | |
| Franklin Templeton Investments Franklin Small-MdCp Grw Fnd A | — | — | — | $298K | 3.6% | |
| Voya Mid Cap Opport Port I a | — | — | — | $244K | 3.0% | |
| T. Rowe Price Associates TRwPr Value Fund Adv a | — | — | — | $228K | 2.8% | |
| Voya Glob Insights Port Init a | — | — | — | $217K | 2.7% | |
| Voya Large Cap Growth Prt Ins a | — | — | — | $212K | 2.6% | |
| Voya Fixed Account a | — | — | — | $195K | 2.4% | |
| Invesco Inv Discovery Md Cp Grw A | — | — | — | $160K | 2.0% | |
| Voya VY Invesco Eqty & Inc Pt I a | — | — | — | $137K | 1.7% | |
| Voya International Ind Prt I a | — | — | — | $121K | 1.5% | |
| American Funds American Funds Wash Mutual R3 a | — | — | — | $119K | 1.4% | |
| Voya Growth and Income Port I a | — | — | — | $87K | 1.1% | |
| Voya Index Plus MidCap Prt I a | — | — | — | $82K | 1.0% | |
| Voya Global Bond Port I a | — | — | — | $69K | 0.8% | |
| Voya VY TRwPr Eqty Income Prt Ins a | — | — | — | $39K | 0.5% | |
| Victory Capital Management Pioneer Eqty Income VCT Port I a | — | — | — | $33K | 0.4% | |
| Victory Capital Management Pioneer Fund A | — | — | — | $33K | 0.4% | |
| Invesco Charter Fund A | — | — | — | $25K | 0.3% | |
| Voya Large Cap Growth Prt Srv a | — | — | — | $14K | 0.2% | |
| Voya Intermediate Bond Prt I a | — | — | — | $8K | <0.1% | |
| Voya Indx Solution 2050 Pt Adv a | — | — | — | $6K | <0.1% | |
| Voya VY AmCen Sm-MdCp Vl Port I a | — | — | — | $2K | <0.1% | |
| Voya Indx Solution 2060 P Adv a | — | — | — | $1K | <0.1% |
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