Plan Snapshot
- Plan Sponsor: Schott Corporation
- Sponsor EIN: 133342824
- Sponsor Address: 2 INTERNATIONAL DRIVE, SUITE 105, RYE BROOK, NY, 10573
- Plan Type: 401(k)
- Total Participants: 765
- Total Assets: $172.9M
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 | 765 | $172.9M | $4.9M | $5.7M |
| 2023 | 703 | $160.8M | $4.3M | $5.9M |
| 2022 | 768 | $150.2M | $5.3M | $6.3M |
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 | $9,529 | — | $9,529 |
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: $9,529
- Estimated Expense Ratio: 0.006% 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 | $157,100 | $22,088 | — | $9,529 | — |
| 2023 | $235,109 | $83,037 | — | $18,815 | — |
| 2022 | $210,800 | $20,869 | $126,684 | — | $32,925 |