Plan Snapshot
- Plan Sponsor: Schell & Kampeter, INC.
- Sponsor EIN: 430951994
- Sponsor Address: 4TH AND OLIVE, META, MO, 65058
- Plan Type: DC
- Total Participants: 1,132
- Total Assets: $116.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,132 | $116.5M | $6.1M | $6.0M |
| 2023 | 995 | $99.8M | $5.4M | $5.2M |
| 2022 | 968 | $84.3M | $5.0M | $4.9M |
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 |
|---|---|---|---|---|
| WILLIAMS-KEEPERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS-KEEPERS, LLC — 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 | $294,083 | — | $294,083 | — | — |
| 2023 | $259,854 | — | $259,854 | — | — |
| 2022 | $249,956 | — | $249,956 | — | — |