Plan Snapshot
- Plan Sponsor: A.L. Schutzman Company
- Sponsor EIN: 390602420
- Sponsor Address: N21 W23560 RIDGEVIEW PARKWAY WEST, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 113 | $8.2M | $59,050 | $644,769 |
| 2023 | 116 | $7.3M | $56,770 | $598,929 |
| 2022 | 136 | $7.3M | $67,366 | $631,756 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SIKICH, CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH, CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $71,529 | $28,706 | $23,367 | — | — |
| 2023 | $51,934 | $26,568 | $25,366 | — | — |
| 2022 | $48,142 | $15,054 | $22,575 | — | $10,513 |