# Schiffli Embroidery Workers Pen. DB Plan
Source: https://planprovider.pro/companies/schiffli-embroidery-workers-pen-226077641-001

> Schiffli Embroidery Workers Pen.'s DB plan: 638 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Schiffli Embroidery Workers Pen.

- **Sponsor EIN:** 226077641

- **Sponsor Address:** 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 638

- **Total Assets:** $222,482

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|638|$222,482|$0|$0|

| 2024|0|$324,835|$0|$0|

| 2023|0|$318,164|$0|$0|

| 2022|0|$317,686|$0|$0|

## 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|

| I.E. SHAFFER & CO.|Other Service Provider|$71,733|—|$71,733|

| LARRY MAGARIK, ESQ|Other Service Provider|$13,185|—|$13,185|

| BARATZ & ASSOCIATES, P.A.|Other Service Provider|$6,800|—|$6,800|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,718

- **Estimated Expense Ratio:** 41.225% 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|

| 2025|$882,409|—|$71,733|$6,800|—|

| 2024|$117,738|—|$68,900|$8,812|—|

| 2023|$88,600|—|$66,300|$6,000|—|

| 2022|$92,027|—|$65,000|—|$18,560|

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