Shive-hattery Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Shive-hattery Group, Inc. 401(k) Plan Facts

Plan name
SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHIVE-HATTERY GROUP, INC.
Participants
646 (552 active employees)
Former employees with a balance
119
Plan assets
$107,902,717 at Dec 31, 2024
Average account balance
$172,094 across 627 accounts
Employer contributions
$2,461,524 in plan year 2024 (24% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 1984
✓ 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

  • $10.5 million went into the plan in contributions, $2.46 million of it from the employer (24%).
  • $8.26 million was paid out to participants.
  • Investment and other income added $14.7 million.
  • Administrative expenses were $166,209, about $265 per account.

How the Shive-hattery Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019493$65.2 million$1.35 million$6.40 million
2020495$76.8 million$1.42 million$6.35 million
2021482$89.8 million$2.09 million$4.56 million
2022543$74.3 million$2.24 million$5.60 million
2023606$91.2 million$2.23 million$5.27 million
2024646$107.9 million$2.46 million$8.26 million

Shive-hattery Group, Inc. 401(k) Contact Information

Phone
319-362-0313
Mailing address
222 THIRD AVENUE SE, SUITE 300, CEDAR RAPIDS IA 52401
Plan sponsor
SHIVE-HATTERY GROUP, INC.
Employer identification number (EIN)
42-1481495
Plan number
002

Questions about the Shive-hattery Group, Inc. 401(k)

Does Shive-hattery Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.46 million, 24% of all contributions.

Does the Shive-hattery Group, Inc 401(k) have automatic enrollment?

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

How many people are in the Shive-hattery Group, Inc 401(k) plan?

646 participants at the start of plan year 2024, 552 of them active employees, and 119 former employees who still had money in the plan.

What is the average 401(k) balance at Shive-hattery Group, Inc?

About $172,094 per account: $107.9 million in plan assets across 627 accounts with a balance at the end of plan year 2024.

Who manages the Shive-hattery Group, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Empower 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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