Plan Snapshot
- Plan Sponsor: Don Schumacher Racing Corp.
- Sponsor EIN: 364234159
- Sponsor Address: 1681 E NORTHFIELD DRIVE, BROWNSBURG, IN, 46112
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $4.0M
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 | 30 | $4.0M | $66,977 | $228,866 |
| 2023 | 50 | $4.4M | $58,205 | $206,094 |
| 2022 | 67 | $4.0M | $69,133 | $214,877 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $17,454 | — | $17,454 |
| CERITY PARTNERS | Other Service Provider | $12,429 | — | $12,429 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,883
- Estimated Expense Ratio: 0.740% 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 | $29,883 | $12,429 | $17,454 | — | — |
| 2023 | $32,469 | — | $16,442 | — | — |
| 2022 | $36,488 | — | $19,571 | — | — |