Plan Snapshot
- Plan Sponsor: Schaedler Yesco Distribution INC.
- Sponsor EIN: 231486799
- Sponsor Address: P.O. BOX 899, MECHANICSBURG, PA, 17055
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $40.6M
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 | 441 | $40.6M | $1.1M | $2.2M |
| 2023 | 437 | $35.5M | $1.1M | $2.0M |
| 2022 | 378 | $28.6M | $948,240 | $1.7M |
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 |
|---|---|---|---|---|
| CONRAD SIEGEL INVESTMENT ADVISORS | NONE | $36,851 | — | $36,851 |
| CONRAD SIEGEL | NONE | $13,154 | — | $13,154 |
| BROWN PLUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CONRAD SIEGEL INVESTMENT ADVISORS — NONE
- BROWN PLUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,005
- Estimated Expense Ratio: 0.123% 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 | $50,005 | $36,851 | — | — | — |
| 2023 | $48,645 | $30,359 | — | — | — |
| 2022 | $45,153 | $28,957 | — | — | $16,196 |