Plan Snapshot
- Plan Sponsor: Schnader Harrison Segal & Lewis LLP
- Sponsor EIN: 231383844
- Sponsor Address: 1600 MARKET ST., SUITE 3600, PHILADELPHIA, PA, 191032205
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $40.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $40.1M | -$284 | $971,367 |
| 2022 | 183 | $126.5M | $284 | $1.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $170,698 | — | $170,698 |
| MARCUM LLP | Other Service Provider | $63,345 | — | $63,345 |
| THE HAVERFORD TRUST COMPANY | Other Service Provider | $59,987 | — | $59,987 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $294,030
- Estimated Expense Ratio: 0.733% 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 |
|---|---|---|---|---|---|
| 2023 | $293,846 | $218,977 | $63,345 | — | — |
| 2022 | $257,484 | $66,052 | — | — | — |