Plan Snapshot
- Plan Sponsor: School Specialty, LLC
- Sponsor EIN: 852162684
- Sponsor Address: W6316 DESIGN DRIVE, GREENVILLE, WI, 549428404
- Plan Type: 401(k)
- Total Participants: 1,054
- Total Assets: $99.0M
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 | 1,054 | $99.0M | $2.2M | $6.7M |
| 2023 | 1,170 | $86.7M | $2.3M | $6.8M |
| 2022 | 1,287 | $69.9M | $1.0M | $6.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $247,404 | $93,753 | $153,651 | — | — |
| 2023 | $223,655 | $74,488 | $149,167 | — | — |
| 2022 | $218,690 | $71,334 | $147,356 | — | — |