Plan Snapshot
- Plan Sponsor: R.J. Schinner Co., INC.
- Sponsor EIN: 390956660
- Sponsor Address: PO BOX 130, MENOMONEE FALLS, WI, 53052
- Plan Type: 401(k)
- Total Participants: 562
- Total Assets: $27.4M
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 | 562 | $27.4M | $737,329 | $2.3M |
| 2023 | 532 | $23.0M | $666,101 | $2.1M |
| 2022 | 484 | $18.0M | $641,597 | $1.8M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — 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 | $153,644 | — | $153,644 | — | — |
| 2023 | $13,418 | — | $13,418 | — | — |
| 2022 | $5,898 | — | $5,898 | — | — |