Shield Companies 401(k) match, vesting and fees
What Shield Companies' 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 | Dwc the 401(k) Experts | Schedule C ↗ |
| Independent auditor | Scott Miller Cpa and Associates, PC (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 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Shield Companies: employer contribution per participant | $1,846 | |
| Peer median | $1,495 |
| Shield Companies: average balance | $9,289 | |
| Peer median | $34,563 |
| Shield Companies: admin expenses ÷ assets | 1.95% | |
| Peer median | 0.51% |
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 $217K at the end of plan year 2022 to $1.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,694 | $1.7M | $332K | $1,846 | 1.95% | Not published | Form 5500 ↗ |
| 2023 | 1,051 | $762K | $0 | $0 | 2.10% | Not published | 5500-SF ↗ |
| 2022 | 517 | $217K | — | — | 1.86% | Not published | Form 5500 ↗ |
Common questions
Does Shield Companies match 401(k) contributions?
The match terms for the The Shield Co 401(k) have not been published from its filing yet. The plan year 2024 filing reports $332K in employer contributions, about $1,846 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shield Companies 401(k) match vested?
The vesting schedule for the The Shield Co 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shield Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Dwc the 401(k) Experts. The plan administrator is The Shield Companies, LLC.
I left Shield Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Shield Companies, LLC, (941) 202-9595) or the recordkeeper, Dwc the 401(k) Experts. The Shield Companies old 401(k) page lists the contacts from every plan filing. Find an old Shield Companies 401(k)
Data from the public Form 5500 annual reports Shield Companies filed with the U.S. Department of Labor (plan years 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 Shield Companies. Not financial advice. Report a correction · Methodology