# Dixon/Schwabl Advertising, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dixon-schwabl-advertising-inc-401k-plan

> Dixon/Schwabl Advertising, INC.'s 401(k) plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dixon/Schwabl Advertising, INC.

- **Sponsor EIN:** 161409122

- **Sponsor Address:** 1595 MOSELEY RD, VICTOR, NY, 145649632

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

- **Total Participants:** 85

- **Total Assets:** $13.2M

## 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|85|$13.2M|$115,645|$665,380|

| 2023|102|$11.8M|$134,790|$747,387|

| 2022|100|$10.1M|$114,839|$728,812|

## 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|

| BURKE GROUP|NONE|$60,332|—|$60,332|

| ALESCO ADVISORS LLC|FINANCIAL ADVISOR|$32,753|—|$32,753|

| MENGEL METZGER BARR & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MENGEL METZGER BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,085

- **Estimated Expense Ratio:** 0.707% 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|$93,085|$32,753|$60,332|—|—|

| 2023|$85,727|—|$56,781|—|—|

| 2022|$78,691|$26,414|$52,277|—|—|

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