Plan Snapshot
- Plan Sponsor: Schanock Packerland, LLC
- Sponsor EIN: 391623240
- Sponsor Address: 1728 INDUSTRIAL DRIVE, GREEN BAY, WI, 54302
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $7.8M
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 | 169 | $7.8M | $99,092 | $377,173 |
| 2023 | 162 | $8.0M | $96,662 | $447,659 |
| 2022 | 156 | $7.0M | $0 | $421,341 |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | CUSTODIAN | $40,155 | — | $40,155 |
| KERBERROSE | AUDITOR | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,155
- Estimated Expense Ratio: 0.577% 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 | $47,655 | — | $40,690 | $5,000 | — |
| 2023 | $25,330 | — | $21,573 | — | — |
| 2022 | $34,461 | — | — | — | — |