How big is Shelter Resources, Inc.'s plan?

Shelter Resources, Inc.'s plan reported $2.3M in assets and 19 participants for 2024.

Original filing (PDF)20251009143359NAL0003997875001

Shelter Resources, Inc.

Name: Shelter Resources, Inc. — SRI/Blue Ridge 401(k), Form 5500 (2024)
Creator: Shelter Resources, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRI/Blue Ridge 401(k) Profit Sharing Plan

401(k) retirement plan · Shelter Resources, Inc.'s SRI/Blue Ridge 401(k) Profit Sharing Plan held $2.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Shelter Resources, Inc.'s EIN is 91-1088999.

EIN 91-1088999

Plan number 001

Plan year 2024

ACK ID 20251009143359NAL0003997875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelter Resources, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelter Resources, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score