Plan Snapshot
- Plan Sponsor: School Outfitters, LLC
- Sponsor EIN: 611341943
- Sponsor Address: 3736 REGENT AVENUE, CINCINNATI, OH, 452123724
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $16.3M
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 | 169 | $16.3M | $282,698 | $1.1M |
| 2023 | 146 | $13.0M | $237,871 | $967,699 |
| 2022 | 138 | $11.3M | $217,740 | $877,053 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $38,847 | $35,680 | — | — | — |
| 2023 | $35,390 | $31,205 | — | — | — |
| 2022 | $6,389 | $1,506 | $4,883 | — | — |