Plan Snapshot
- Plan Sponsor: Lw Schneider, INC.
- Sponsor EIN: 362721304
- Sponsor Address: 1180 NORTH SIXTH ST, PRINCETON, IL, 61356
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $6.2M
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 | 135 | $6.2M | $3,434 | $255,540 |
| 2023 | 162 | $6.0M | $141,332 | $268,822 |
| 2022 | 215 | $5.9M | $275,810 | $418,873 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN 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 | $47,780 | — | $8,050 | — | — |
| 2023 | $51,827 | — | $13,564 | — | — |
| 2022 | $55,819 | $41,652 | $14,167 | — | — |