Plan Snapshot
- Plan Sponsor: Scheffel & Company, P.C.
- Sponsor EIN: 371206530
- Sponsor Address: 322 STATE STREET, ALTON, IL, 62002
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $38.0M
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 | 92 | $38.0M | $209,075 | $813,082 |
| 2023 | 73 | $34.2M | $251,621 | $750,015 |
| 2022 | 83 | $27.5M | $217,662 | $816,918 |
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 |
|---|---|---|---|---|
| KREHBIEL & ASSOCIATES LLC | 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 | $13,293 | — | — | — | — |
| 2023 | $10,644 | — | — | — | — |
| 2022 | $8,354 | — | — | — | — |