# Jack Schroeder And Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jack-schroeder-and-associates-llc-401k-plan

> Jack Schroeder And Associates, LLC's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jack Schroeder And Associates, LLC

- **Sponsor EIN:** 391460915

- **Sponsor Address:** 1175 LOMBARDI AVE, #100, GREEN BAY, WI, 54304

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

- **Total Participants:** 98

- **Total Assets:** $6.1M

## 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|98|$6.1M|$261,745|$572,682|

| 2023|98|$5.0M|$285,223|$568,273|

| 2022|95|$4.2M|$238,361|$542,135|

## 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|

| HAWKINS ASH CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HAWKINS ASH CPAS](https://planprovider.pro/provider/hawkins-ash-cpas-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|$40,483|—|$26,824|—|—|

| 2023|$7,786|—|$6,235|—|—|

| 2022|$31,314|—|$31,314|—|—|

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