Plan Snapshot
- Plan Sponsor: Schell Brothers, LLC
- Sponsor EIN: 134238674
- Sponsor Address: 20184 PHILLIPS STREET, REHOBOTH BEACH, DE, 19971
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 264 | $15.4M | $901,700 | $1.1M |
| 2023 | 209 | $13.1M | $658,307 | $869,529 |
| 2022 | 185 | $10.1M | $576,307 | $822,914 |
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 |
|---|---|---|---|---|
| FAW CASSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAW CASSON — 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 | $64,542 | $11,600 | — | — | — |
| 2023 | $80,575 | $27,105 | $53,046 | — | — |
| 2022 | $69,510 | $24,214 | $42,866 | — | $2,430 |