# Schafer Condon Carter, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schafer-condon-carter-inc-plan

> Schafer Condon Carter, INC.'s 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schafer Condon Carter, INC.

- **Sponsor EIN:** 363670827

- **Sponsor Address:** 176 N RACINE AVE, CHICAGO, IL, 60607

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

- **Total Participants:** 59

- **Total Assets:** $12.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|59|$12.8M|$261,546|$688,454|

| 2023|59|$11.4M|$296,843|$720,771|

| 2022|66|$8.6M|$290,766|$623,959|

## 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|

| CJBS, INC|Auditor|—|—|$0|

## 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|$37,898|$20,644|—|—|—|

| 2023|$35,674|$20,143|—|—|—|

| 2022|$37,138|$211|—|—|—|

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