Shur-Co 401(k) match, vesting and fees
What Shur-Co'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 | Fidelity Workplace Services, LLC | Schedule C ↗ |
| Independent auditor | Rsm US LLP (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 8,895 defined-contribution plans in manufacturing with 100 to 499 participants.
| Shur-Co: employer contribution per participant | $1,009 | |
| Peer median | $1,845 |
| Shur-Co: average balance | $44,686 | |
| Peer median | $65,523 |
| Shur-Co: admin expenses ÷ assets | 0.26% | |
| 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 $19.9M at the end of plan year 2023 to $21.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 537 | $21.7M | $490K | $1,009 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 471 | $19.9M | $401K | $956 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Shur-Co match 401(k) contributions?
The match terms for the Shur-Co, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $490K in employer contributions, about $1,009 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shur-Co 401(k) match vested?
The vesting schedule for the Shur-Co, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shur-Co 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Workplace Services, LLC. The plan administrator is Shur-Co, LLC.
I left Shur-Co. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shur-Co, LLC, (605) 665-6000) or the recordkeeper, Fidelity Workplace Services, LLC. The Shur-Co old 401(k) page lists the contacts from every plan filing. Find an old Shur-Co 401(k)
Data from the public Form 5500 annual reports Shur-Co filed with the U.S. Department of Labor (plan years 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 Shur-Co. Not financial advice. Report a correction · Methodology