Shelton Energy Solutions 401(k) match, vesting and fees
What Shelton Energy Solutions' 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Silas Simmons LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Shelton Energy Solutions: employer contribution per participant | $3,575 | |
| Peer median | $2,411 |
| Shelton Energy Solutions: average balance | $31,677 | |
| Peer median | $61,921 |
| Shelton Energy Solutions: admin expenses ÷ assets | 1.26% | |
| Peer median | 0.39% |
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 $557K at the end of plan year 2021 to $7.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 318 | $7.2M | $808K | $3,575 | 1.26% | Not published | Form 5500 ↗ |
| 2023 | 311 | $5.1M | $774K | $3,536 | 1.24% | Not published | Form 5500 ↗ |
| 2022 | 248 | $2.6M | $454K | $2,805 | 0.98% | Not published | Form 5500 ↗ |
| 2021 | 157 | $557K | $162K | $1,650 | 1.03% | Not published | 5500-SF ↗ |
Common questions
Does Shelton Energy Solutions match 401(k) contributions?
The match terms for the Shelton Energy Solutions, LLC 401(k) Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $808K in employer contributions, about $3,575 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shelton Energy Solutions 401(k) match vested?
The vesting schedule for the Shelton Energy Solutions, LLC 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shelton Energy Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Pentegra Services, Inc.
I left Shelton Energy Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc, (844) 367-2848) or the recordkeeper, ADP, Inc.. The Shelton Energy Solutions old 401(k) page lists the contacts from every plan filing. Find an old Shelton Energy Solutions 401(k)
Data from the public Form 5500 annual reports Shelton Energy Solutions 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 Shelton Energy Solutions. Not financial advice. Report a correction · Methodology