# Daniel G. Schuster, LLC 401(k) Plan
Source: https://planprovider.pro/companies/daniel-g-schuster-llc-521042778-001

> Daniel G. Schuster, LLC's 401(k) plan: 1,266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daniel G. Schuster, LLC

- **Sponsor EIN:** 521042778

- **Sponsor Address:** 3717 CRONDALL LANE, OWINGS MILLS, MD, 21117

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 1,266

- **Total Assets:** $40.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,266|$40.1M|$611,887|$2.0M|

| 2023|1,366|$37.0M|$401,869|$1.8M|

| 2022|1,086|$32.7M|$647,848|$1.9M|

## 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|

| STRATEGIC WEALTH MANAGEMENT|Investment Advisor|$48,842|—|$48,842|

| ALERUS FINANCIAL NA|Recordkeeper|$30,306|—|$30,306|

| ADP, INC.|Recordkeeper|$10,220|—|$10,220|

| 401K ADVISORS INC.|Investment Advisor|$8,333|—|$8,333|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL NA](https://planprovider.pro/provider/intellicents-inc) — Recordkeeper

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

- [401K ADVISORS INC.](https://planprovider.pro/provider/accelerate-retirement) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,701

- **Estimated Expense Ratio:** 0.244% of plan assets

### 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|$97,586|—|—|—|—|

| 2023|$79,958|—|$79,958|—|—|

| 2022|$75,949|$49,409|$26,540|—|—|

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