Plan Snapshot
- Plan Sponsor: Schierl Companies
- Sponsor EIN: 390203330
- Sponsor Address: 2201 MADISON STREET, STEVENS POINT, WI, 54481
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 292 | $14.8M | $154,199 | $909,809 |
| 2023 | 396 | $14.2M | $150,881 | $900,299 |
| 2022 | 353 | $12.6M | $136,311 | $847,619 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $138,379 | $32,974 | $105,405 | — | — |
| 2023 | $135,423 | $11,442 | $110,600 | — | — |
| 2022 | $120,451 | $10,932 | $79,185 | — | $30,334 |