Plan Snapshot
- Plan Sponsor: Schleich Enterprises, INC.
- Sponsor EIN: 470648893
- Sponsor Address: 8722 EXECUTIVE WOODS DR., LINCOLN, NE, 68512
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $13.4M
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 | 195 | $13.4M | $283,814 | $791,873 |
| 2023 | 187 | $11.4M | $264,898 | $740,241 |
| 2022 | 194 | $9.2M | $232,606 | $655,878 |
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 |
|---|---|---|---|---|
| BUCKLEY & SITZMANN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKLEY & SITZMANN 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 | $82,234 | — | $82,234 | — | — |
| 2023 | $65,442 | — | $65,442 | — | — |
| 2022 | $68,504 | — | $68,504 | — | — |