· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SHANNON BROS. CO., INC. — SHANNON BROS. CO., INC. 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250702135623NAL0007338963001
SHANNON BROS. CO., INC.
Form 5500-SF
FILING_RECEIVED
SHANNON BROS. CO., INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
40
Accounts w/ balance
19
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHANNON BROS. CO., INC.
.
Find decision makers
Plan sponsor
Name
SHANNON BROS. CO., INC.
EIN
94-2041313
Address
24478 ROAD 140 · TULARE, CA · 93274
Phone
(559) 686-4701
Industry
Transportation & Warehousing
see 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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
MOUTRIE TRUCKING, LLC
MOUTRIE TRUCKING 401(K) PLAN
$1.3M · 22 participants
UNIVERSAL FREIGHT SYSTEMS, INC.
UNIVERSAL FREIGHT SYSTEMS, INC. 401(K) PLAN
$1.3M · 26 participants
PRINS TRUCKING & SERVICES, INC.
PRINS TRUCKING & SERVICES, INC. 401(K) PLAN
$1.3M · 23 participants
HMD TRUCKING, INC.
HMD 401(K) P.S. PLAN
$1.3M · 426 participants
CHAPMAN TRUCKING INC
CHAPMAN TRUCKING INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 62 participants
65
Knocking points off
Only 48% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TRUCKLOAD CARRIERS ASSOCIATION
TRUCKLOAD CARRIERS ASSOCIATION 401(K) PLAN
$1.3M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
