Shoestring Valley Holdings 401(k) match, vesting and fees
What Shoestring Valley Holdings' 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 | John Hancock Life Insurance Co. | Schedule C ↗ |
| Independent auditor | Aldrich Cpas & Advisors 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.
| Shoestring Valley Holdings: employer contribution per participant | $11,220 | |
| Peer median | $2,411 |
| Shoestring Valley Holdings: average balance | $217,931 | |
| Peer median | $61,921 |
| Shoestring Valley Holdings: admin expenses ÷ assets | 0.51% | |
| 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 $83.2M at the end of plan year 2021 to $101M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 495 | $101M | $5.2M | $11,220 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 490 | $91.5M | $4.6M | $9,991 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 452 | $77M | $5.5M | $13,328 | 0.51% | Not published | Form 5500 ↗ |
| 2021 | 413 | $83.2M | $5.2M | $13,800 | 0.52% | Not published | Form 5500 ↗ |
Other Shoestring Valley Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shoestring Valley Holdings, Inc. Employee Stock Ownership 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.
| Independent auditor | Aldrich Cpas & Advisors LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Shoestring Valley Holdings match 401(k) contributions?
The match terms for the Shoestring Valley Holdings Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.2M in employer contributions, about $11,220 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shoestring Valley Holdings 401(k) match vested?
The vesting schedule for the Shoestring Valley Holdings Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shoestring Valley Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Co.. The plan administrator is Shoestring Valley Holdings Inc..
I left Shoestring Valley Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shoestring Valley Holdings Inc., (503) 283-6712) or the recordkeeper, John Hancock Life Insurance Co.. The Shoestring Valley Holdings old 401(k) page lists the contacts from every plan filing. Find an old Shoestring Valley Holdings 401(k)
Data from the public Form 5500 annual reports Shoestring Valley Holdings 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 Shoestring Valley Holdings. Not financial advice. Report a correction · Methodology