Shelby Gravel 401(k) match, vesting and fees
What Shelby Gravel's 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Shelby Gravel: employer contribution per participant | $4,295 | |
| Peer median | $1,988 |
| Shelby Gravel: average balance | $114,334 | |
| Peer median | $75,431 |
| Shelby Gravel: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.31% |
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 $27M at the end of plan year 2021 to $32.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 288 | $32.9M | $1.2M | $4,295 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 263 | $27.7M | $1.2M | $4,462 | 0.48% | Not published | Form 5500 ↗ |
| 2022 | 241 | $22M | $975K | $4,098 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 222 | $27M | $985K | $4,436 | 0.47% | Not published | Form 5500 ↗ |
Other Shelby Gravel plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shelby Gravel, Inc. Columbus Union 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) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Shelby Gravel match 401(k) contributions?
The match terms for the Shelby Gravel, Inc. Employee 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $4,295 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shelby Gravel 401(k) match vested?
The vesting schedule for the Shelby Gravel, Inc. Employee 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shelby Gravel 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Shelby Gravel, Inc..
I left Shelby Gravel. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shelby Gravel, Inc., (317) 392-5502) or the recordkeeper, Empower Annuity Insurance Company. The Shelby Gravel old 401(k) page lists the contacts from every plan filing. Find an old Shelby Gravel 401(k)
Data from the public Form 5500 annual reports Shelby Gravel filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Shelby Gravel. Not financial advice. Report a correction · Methodology