D. Shelly Group, Inc. 401(k) Plan: Login, Facts & Contact Information

D. Shelly Group, Inc. 401(k) Plan Facts

Plan name
D. SHELLY GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
D. SHELLY GROUP, INC.
Participants
764 (623 active employees)
Former employees with a balance
106
Plan assets
$28,115,549 at Dec 31, 2024
Average account balance
$81,025 across 347 accounts
Employer contributions
$463,375 in plan year 2024 (18% of all contributions)
Recordkeeper
Capital Group Retirement Plan Svcs.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1996
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.59 million went into the plan in contributions, $463,375 of it from the employer (18%).
  • $2.86 million was paid out to participants.
  • Investment and other income added $3.76 million.
  • Administrative expenses were $74,390, about $214 per account.

How the D. Shelly Group, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019628$18.3 million$297,972$1.84 million
2020826$21.2 million$269,865$2.31 million
2021797$25.7 million$255,788$1.21 million
2022802$19.2 million$427,567$3.49 million
2023774$25.1 million$447,376$731,387
2024764$28.1 million$463,375$2.86 million

D. Shelly Group, Inc. 401(k) Contact Information

Phone
949-387-8243
Mailing address
9881 RESEARCH DRIVE, IRVINE CA 92618
Plan sponsor
D. SHELLY GROUP, INC.
Employer identification number (EIN)
33-0840243
Plan number
001

Questions about the D. Shelly Group, Inc. 401(k)

Does D. Shelly Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $463,375, 18% of all contributions.

Does the D. Shelly Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the D. Shelly Group, Inc 401(k) plan?

764 participants at the start of plan year 2024, 623 of them active employees, and 106 former employees who still had money in the plan.

What is the average 401(k) balance at D. Shelly Group, Inc?

About $81,025 per account: $28.1 million in plan assets across 347 accounts with a balance at the end of plan year 2024.

Who manages the D. Shelly Group, Inc 401(k) accounts?

Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at D. Shelly Group, Inc. How do I access my 401(k)?

Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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