Shoals Technologies Group 401(k) match, vesting and fees
What Shoals Technologies Group'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Windham Brannon, LLC (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 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Shoals Technologies Group: employer contribution per participant | $2,689 | |
| Peer median | $1,962 |
| Shoals Technologies Group: average balance | $25,811 | |
| Peer median | $75,225 |
| Shoals Technologies Group: admin expenses ÷ assets | 0.19% | |
| 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 $1.1M at the end of plan year 2021 to $8.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,018 | $8.8M | $917K | $2,689 | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 978 | $5.8M | $1.3M | $4,481 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 489 | $4M | $546K | $2,888 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 452 | $1.9M | $343K | $2,683 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 312 | $1.1M | $179K | $1,643 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Shoals Technologies Group match 401(k) contributions?
The match terms for the Shoals Technologies Group 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $917K in employer contributions, about $2,689 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shoals Technologies Group 401(k) match vested?
The vesting schedule for the Shoals Technologies Group 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shoals Technologies Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Shoals Technologies Group, LLC.
I left Shoals Technologies Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shoals Technologies Group, LLC, (615) 879-4254) or the recordkeeper, Principal Life Insurance Company. The Shoals Technologies Group old 401(k) page lists the contacts from every plan filing. Find an old Shoals Technologies Group 401(k)
Data from the public Form 5500 annual reports Shoals Technologies Group 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 Shoals Technologies Group. Not financial advice. Report a correction · Methodology