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

Sh Group, Inc. 401(k) Plan Facts

Plan name
SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SH GROUP, INC.
Participants
784 (548 active employees)
Former employees with a balance
319
Plan assets
$140,710,269 at Dec 31, 2024
Average account balance
$162,483 across 866 accounts
Employer contributions
$2,556,214 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 30, 1988
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.0 million went into the plan in contributions, $2.56 million of it from the employer (23%).
  • $13.3 million was paid out to participants.
  • Investment and other income added $18.3 million.
  • Administrative expenses were $110,059, about $127 per account.

How the Sh Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019766$94.3 million$1.44 million$7.29 million
2020829$111.0 million$1.57 million$5.89 million
2021770$127.8 million$1.50 million$6.57 million
2022759$106.6 million$1.52 million$9.28 million
2023822$124.9 million$2.38 million$10.4 million
2024784$140.7 million$2.56 million$13.3 million

Sh Group, Inc. 401(k) Contact Information

Phone
212-921-2300
Mailing address
1185 AVENUE OF THE AMERICAS, 5TH 5TH FLOOR, NEW YORK NY 10036
Plan sponsor
SH GROUP, INC.
Employer identification number (EIN)
42-1687433
Plan number
003

Questions about the Sh Group, Inc. 401(k)

Does Sh Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.56 million, 23% of all contributions.

Does the Sh Group, Inc 401(k) have automatic enrollment?

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

How many people are in the Sh Group, Inc 401(k) plan?

784 participants at the start of plan year 2024, 548 of them active employees, and 319 former employees who still had money in the plan.

What is the average 401(k) balance at Sh Group, Inc?

About $162,483 per account: $140.7 million in plan assets across 866 accounts with a balance at the end of plan year 2024.

Who manages the Sh Group, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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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