Plan Snapshot
- Plan Sponsor: Schmuhl Brothers, INC.
- Sponsor EIN: 450448178
- Sponsor Address: 1134 S. 12TH STREET, KANSAS CITY, KS, 66105
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $873,094
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 | 84 | $873,094 | $0 | $171,554 |
| 2023 | 111 | $758,482 | $0 | $213,320 |
| 2022 | 139 | $514,427 | $0 | $212,436 |
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 |
|---|---|---|---|---|
| ADAMS BROWN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADAMS BROWN, 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 | $2,130 | $2,130 | — | — | — |
| 2023 | $2,080 | $2,080 | — | — | — |
| 2022 | $5,362 | $5,362 | — | — | — |