Plan Snapshot
- Plan Sponsor: Schneller Plumbing Heating & Air INC
- Sponsor EIN: 275429250
- Sponsor Address: 1079 OHIO PIKE, CINCINNATI, OH, 45245
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $4.5M | $260,307 | $522,085 |
| 2023 | 97 | $3.5M | $242,202 | $475,922 |
| 2022 | 126 | $2.4M | $204,108 | $428,465 |
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 |
|---|---|---|---|---|
| STADION MONEY MANAGEMENT | Recordkeeper | $11,623 | — | $11,623 |
| ASCENSUS LLC | Other Service Provider | $7,806 | — | $7,806 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $7,232 | — | $7,232 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STADION MONEY MANAGEMENT — Recordkeeper
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,661
- Estimated Expense Ratio: 0.587% 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 | $28,082 | — | $28,082 | — | — |
| 2023 | $8,538 | — | $8,538 | — | — |
| 2022 | — | — | — | — | — |