Plan Snapshot
- Plan Sponsor: Fraley & Schilling, INC.
- Sponsor EIN: 341036518
- Sponsor Address: 1920 S STATE ROAD 3, RUSHVILLE, IN, 46173
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $10.7M
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 | 437 | $10.7M | $595,705 | $887,493 |
| 2023 | 397 | $9.3M | $328,471 | $897,627 |
| 2022 | 382 | $7.4M | $268,404 | $797,947 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $69,160 | $26,723 | $42,437 | — | — |
| 2023 | $56,550 | — | $56,550 | — | — |
| 2022 | $45,427 | — | $45,427 | — | — |