Plan Snapshot
- Plan Sponsor: Scholle Corporation
- Sponsor EIN: 362748792
- Sponsor Address: JAY GOFFIN, NORTHLAKE, IL, 60164
- Plan Type: 401(k)
- Total Participants: 1,084
- Total Assets: $87.2M
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 | 1,084 | $87.2M | $2.7M | $5.2M |
| 2023 | 963 | $79.9M | $2.2M | $4.6M |
| 2022 | 820 | $68.4M | $2.1M | $4.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $19,250 | — | $19,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,250
- Estimated Expense Ratio: 0.022% 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 | $371,563 | $45,667 | $306,646 | $19,250 | — |
| 2023 | $302,312 | $44,331 | $239,081 | $18,900 | — |
| 2022 | $214,886 | $65,714 | $128,822 | — | $20,350 |