SH Group Operations 401(k) match, vesting and fees
What SH Group Operations' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 166 defined-contribution plans in accommodation and food services with 500 to 999 participants.
| SH Group Operations: employer contribution per participant | $3,089 | |
| Peer median | $803 |
| SH Group Operations: average balance | $35,999 | |
| Peer median | $25,426 |
| SH Group Operations: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.56% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.2M at the end of plan year 2023 to $28.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,985 | $28.2M | $2.4M | $3,089 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 1,761 | $20.2M | $1.3M | $2,028 | 0.60% | Not published | Form 5500 ↗ |
Common questions
Does SH Group Operations match 401(k) contributions?
The match terms for the Sh Group Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $3,089 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SH Group Operations 401(k) match vested?
The vesting schedule for the Sh Group Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SH Group Operations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Sh Group Operations, LLC.
I left SH Group Operations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sh Group Operations, LLC, (786) 233-4341) or the recordkeeper, Principal Life Insurance Company. The SH Group Operations old 401(k) page lists the contacts from every plan filing. Find an old SH Group Operations 401(k)
Data from the public Form 5500 annual reports SH Group Operations filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with SH Group Operations. Not financial advice. Report a correction · Methodology