Plan Snapshot
- Plan Sponsor: Schenck Usa Corp.
- Sponsor EIN: 113474354
- Sponsor Address: 535 ACORN ST, DEER PARK, NY, 11729
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $39.0M
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 | 153 | $39.0M | $505,364 | $1.6M |
| 2023 | 158 | $35.9M | $501,391 | $1.5M |
| 2022 | 155 | $29.4M | $475,523 | $1.3M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | 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 | $44,046 | $44,046 | — | — | — |
| 2023 | $33,708 | $37,233 | — | — | — |
| 2022 | $37,962 | $37,962 | — | — | — |