Plan Snapshot
- Plan Sponsor: Schaefer Plastics N. Amer., LLC.
- Sponsor EIN: 873531605
- Sponsor Address: 10301 WESTLAKE DRIVE, CHARLOTTE, NC, 28273
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $14.7M
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 | 289 | $14.7M | $555,880 | $1.1M |
| 2023 | 289 | $13.1M | $514,367 | $999,847 |
| 2022 | 276 | $10.0M | $445,093 | $812,429 |
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 |
|---|---|---|---|---|
| GREERWALKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER — 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 | $58,531 | $20,145 | — | — | — |
| 2023 | $46,570 | $16,385 | — | — | — |
| 2022 | $43,116 | — | — | — | — |