# Schellman Compliance, LLC 401(k) Plan
Source: https://planprovider.pro/companies/schellman-compliance-llc-401k-plan

> Schellman Compliance, LLC's 401(k) plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORD KEEPER|$68,995|—|$68,995|

| CAP FINANCIAL PARTNERS, LLC.|RETAINED BY PLAN SPONSOR|$41,827|—|$41,827|

| AMERICAN PENSION SERVICES|RETAINED BY PLAN SPOSOR|$10,478|—|$10,478|

| SENSIBA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORD KEEPER

- [SENSIBA, LLP](https://planprovider.pro/provider/sensiba-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $121,300

- **Estimated Expense Ratio:** 0.146% 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|$124,657|$43,236|$81,421|—|—|

| 2023|$112,761|—|$112,761|—|—|

| 2022|$77,912|—|—|—|$77,912|

## Similar Plans

- [Smtc Corporation](https://planprovider.pro/companies/smtc-corporation-401k-plan) — 531 participants

- [Mainline Information Systems LLC](https://planprovider.pro/companies/mainline-information-systems-401k-plan) — 449 participants

- [Information & Computing Services, INC.](https://planprovider.pro/companies/information-computing-services-inc-401k-plan) — 410 participants

- [Milvets Systems Technology, INC.](https://planprovider.pro/companies/milvets-systems-technology-inc-401k-plan) — 403 participants

- [Iqnavigator, INC.](https://planprovider.pro/companies/iqnavigator-inc-401k-plan) — 400 participants

- [Outcomes One, INC](https://planprovider.pro/companies/transaction-data-systems-inc-401k-plan) — 705 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/schellman-compliance-llc-401k-plan)

© 2026 PlanProvider.Pro