Plan Snapshot
- Plan Sponsor: Jack Schmitt Family Of Dealerships, INC.
- Sponsor EIN: 364186201
- Sponsor Address: 127 REGENCY PARK DRIVE, O FALLON, IL, 62269
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $19.3M
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 | 146 | $19.3M | $405,160 | $1.1M |
| 2023 | 161 | $17.3M | $461,778 | $1.0M |
| 2022 | 173 | $14.7M | $363,609 | $1.1M |
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 |
|---|---|---|---|---|
| SCHEFFEL BOYLE | Auditor | — | — | $0 |
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 | $58,063 | $3,521 | — | — | — |
| 2023 | $52,691 | $4,239 | — | — | — |
| 2022 | $52,333 | — | $52,333 | — | — |