# Mowery & Schoenfeld, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mowery-schoenfeld-llc-plan-001

> Mowery & Schoenfeld, LLC's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mowery & Schoenfeld, LLC

- **Sponsor EIN:** 364111140

- **Sponsor Address:** 475 HALF DAY ROAD, LINCOLNSHIRE, IL, 60069

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

- **Total Participants:** 156

- **Total Assets:** $20.5M

## 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|156|$20.5M|$490,629|$1.4M|

| 2023|128|$17.7M|$567,627|$1.2M|

| 2022|113|$13.6M|$439,253|$977,345|

## 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|

| PRICEKUBECKA PLLC|Auditor|$26,900|—|$26,900|

| MOWERY & SCHOENFELD WEALTH|ADVISOR|$23,195|—|$23,195|

### Verified Provider Profiles

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

- [PRICEKUBECKA PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,095

- **Estimated Expense Ratio:** 0.244% 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|$52,300|$23,195|—|$26,900|—|

| 2023|$53,244|$37,141|$14,545|—|—|

| 2022|$50,104|$33,783|$16,321|—|—|

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