Plan Snapshot
- Plan Sponsor: Schill Landscaping And Lawn Care Services, LLC
- Sponsor EIN: 341728502
- Sponsor Address: 5000 MILLS INDUSTRIAL PARKWAY, NORTH RIDGEVILLE, OH, 44039
- Plan Type: 401(k)
- Total Participants: 657
- Total Assets: $5.3M
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 | 657 | $5.3M | $231,065 | $447,552 |
| 2023 | 356 | $4.4M | $160,339 | $350,790 |
| 2022 | 341 | $3.3M | $141,978 | $273,083 |
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 |
|---|---|---|---|---|
| STRATEGIC INVESTMENT SOLUTIONS INC | SERVICE PROVIDER | — | $18,482 | $18,482 |
| CBIZ BENEFITS AND INSURANCE SERVICE | THIRD PARTY ADMINISTRATO | $4,137 | $1,913 | $6,050 |
| CORRIGAN KRAUSE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,532
- Estimated Expense Ratio: 0.459% 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 | $65,836 | $4,137 | $61,699 | — | — |
| 2023 | $60,283 | $18,848 | $41,435 | — | — |
| 2022 | $40,999 | — | $40,999 | — | — |