Plan Snapshot
- Plan Sponsor: Schmidt Family Restaurant Grou
- Sponsor EIN: 475190200
- Sponsor Address: 1735 WALLER ST, PORTSMOUTH, OH, 456623540
- Plan Type: 401(k)
- Total Participants: 1,007
- Total Assets: $3.5M
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 | 1,007 | $3.5M | $80,340 | $200,229 |
| 2023 | 933 | $3.1M | $99,887 | $256,755 |
| 2022 | 1,043 | $2.6M | $95,981 | $259,136 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS LLC — 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 | $17,515 | $5,689 | $11,324 | — | — |
| 2023 | $10,311 | — | $10,311 | — | — |
| 2022 | $9,647 | — | $9,647 | — | — |