Plan Snapshot
- Plan Sponsor: Schirm Usa, INC.
- Sponsor EIN: 752595474
- Sponsor Address: 2801 S OAK GROVE ROAD, ENNIS, TX, 75119
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $4.0M
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 | 222 | $4.0M | $195,302 | $315,077 |
| 2023 | 215 | $3.7M | $166,203 | $262,568 |
| 2022 | 154 | $2.9M | $133,929 | $199,809 |
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 |
|---|---|---|---|---|
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — 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 | $20,484 | $10,965 | — | — | — |
| 2023 | $19,819 | $6,793 | $11,545 | — | — |
| 2022 | $21,857 | $7,822 | $11,778 | — | $2,257 |