# Schoeller Bleckmann America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schoeller-bleckmann-america-inc-401k-plan

> Schoeller Bleckmann America, INC.'s 401(k) plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schoeller Bleckmann America, INC.

- **Sponsor EIN:** 510332482

- **Sponsor Address:** 11525 BRITTMOORE PARK DR., HOUSTON, TX, 77041

- **Plan Type:** 401(k)

- **Total Participants:** 629

- **Total Assets:** $40.4M

## 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|629|$40.4M|$898,811|$3.0M|

| 2023|613|$34.5M|$927,384|$2.9M|

| 2022|577|$28.3M|$737,844|$2.6M|

## 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|

| BKS FINANCIAL INVESTMENTS LLC|INVESTMENT ADVISOR|$70,878|—|$70,878|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$33,629|—|$33,629|

| WEAVER AND TIDWELL, LLP|AUDITOR|$17,903|—|$17,903|

| HOLZKNECHT UMALI INC|CONTRACT ADMIN|$12,533|—|$12,533|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,943

- **Estimated Expense Ratio:** 0.334% 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|$179,498|—|$160,548|$17,902|—|

| 2023|$136,527|—|$119,648|$15,965|—|

| 2022|$119,675|—|$106,770|—|$11,330|

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