Shapiro Sales 401(k) match, vesting and fees
What Shapiro Sales' 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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Sfw Partners, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Shapiro Sales: employer contribution per participant | $2,221 | |
| Peer median | $1,847 |
| Shapiro Sales: average balance | $67,233 | |
| Peer median | $65,512 |
| Shapiro Sales: admin expenses ÷ assets | 0.50% | |
| Peer median | 0.32% |
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 $8.1M at the end of plan year 2021 to $9.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 155 | $9.7M | $322K | $2,221 | 0.50% | Not published | Form 5500 ↗ |
| 2023 | 165 | $8.8M | $350K | $2,212 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 151 | $6.8M | $503K | $3,543 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 138 | $8.1M | $459K | $3,529 | 0.59% | Not published | Form 5500 ↗ |
Other Shapiro Sales plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shapiro Sales - Ibt Local 610 401(k) Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Shapiro Sales match 401(k) contributions?
The match terms for the Shapiro Sales Company Employees' Savings Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $322K in employer contributions, about $2,221 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shapiro Sales 401(k) match vested?
The vesting schedule for the Shapiro Sales Company Employees' Savings Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shapiro Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Shapiro Sales Company.
I left Shapiro Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shapiro Sales Company, (314) 381-9300) or the recordkeeper, Epic Retirement Plan Services. The Shapiro Sales old 401(k) page lists the contacts from every plan filing. Find an old Shapiro Sales 401(k)
Data from the public Form 5500 annual reports Shapiro Sales filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Shapiro Sales. Not financial advice. Report a correction · Methodology