Plan Snapshot
- Plan Sponsor: Schneider'S Dairy, INC.
- Sponsor EIN: 250090418
- Sponsor Address: 726 FRANK STREET, PITTSBURGH, PA, 15227
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 99
- Total Assets: $4,754
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $4,754 | $1.3M | $298,698 |
| 2023 | 99 | $226,362 | $1.2M | $209,843 |
| 2022 | 88 | $14,356 | $941,154 | $213,907 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $52,239 | — | $52,239 |
| HIGHSTREET INSURANCE SERVICES NORTH | Investment Advisor | $46,080 | — | $46,080 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,319
- Estimated Expense Ratio: 2068.132% 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 | $2,009,101 | — | — | — | — |
| 2023 | $1,925,333 | — | — | — | — |
| 2022 | $1,286,624 | — | — | — | — |