Plan Snapshot
- Plan Sponsor: Schellman Compliance, LLC
- Sponsor EIN: 872465686
- Sponsor Address: 4010 W. BOY SCOUT BLVD., SUITE 600, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 518
- Total Assets: $83.2M
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 | 518 | $83.2M | $5.6M | $6.4M |
| 2023 | 528 | $65.6M | $5.3M | $6.0M |
| 2022 | 483 | $45.6M | $4.4M | $5.1M |
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 |
|---|---|---|---|---|
| SENSIBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA, LLP — 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 | $124,657 | $43,236 | $81,421 | — | — |
| 2023 | $112,761 | — | $112,761 | — | — |
| 2022 | $77,912 | — | — | — | $77,912 |