Plan Snapshot
- Plan Sponsor: Schneider Packaging Equipment
- Sponsor EIN: 160991432
- Sponsor Address: 5370 GUY YOUNG RD, BREWERTON, NY, 130299419
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $23.8M
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 | 219 | $23.8M | $545,668 | $1.7M |
| 2023 | 228 | $20.0M | $480,394 | $1.5M |
| 2022 | 200 | $15.9M | $361,130 | $1.2M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $26,250 | — | $26,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,250
- Estimated Expense Ratio: 0.110% 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 | $102,026 | $34,997 | $39,919 | $26,250 | — |
| 2023 | $69,606 | $27,319 | $28,192 | $13,235 | — |
| 2022 | $67,894 | $26,656 | $20,238 | — | $21,000 |