# Schmitz Ready Mix, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schmitz-ready-mix-inc-401k-plan

> Schmitz Ready Mix, INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schmitz Ready Mix, INC.

- **Sponsor EIN:** 391615888

- **Sponsor Address:** PO BOX 250847, MILWAUKEE, WI, 53224

- **Plan Type:** 401(k)

- **Total Participants:** 153

- **Total Assets:** $12.0M

## 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|153|$12.0M|$303,451|$795,654|

| 2023|147|$10.1M|$269,019|$721,653|

| 2022|122|$7.8M|$232,320|$597,054|

## 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|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$55,369|—|$55,369|

| QUANDT BERNDT & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [QUANDT BERNDT & COMPANY, LLC](https://planprovider.pro/provider/quandt-berndt-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,369

- **Estimated Expense Ratio:** 0.462% 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|$55,369|$48,711|—|—|—|

| 2023|$47,009|$40,859|—|—|—|

| 2022|$47,251|$42,851|—|—|—|

## Similar Plans

- [Central Processing Corp.](https://planprovider.pro/companies/central-processing-corp-401k-plan) — 1,569 participants

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