Plan Snapshot
- Plan Sponsor: Schottenstein Stores Corp.
- Sponsor EIN: 310820773
- Sponsor Address: 4300 EAST FIFTH AVENUE, COLUMBUS, OH, 43219
- Plan Type: 401(k)
- Total Participants: 3,103
- Total Assets: $163.5M
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 | 3,103 | $163.5M | $2.4M | $8.8M |
| 2023 | 3,587 | $161.5M | $2.7M | $9.5M |
| 2022 | 3,790 | $147.3M | $2.4M | $9.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | ACCOUNTANT/AUDITOR | $18,500 | — | $18,500 |
| BAKER TILLY US, LLP | Auditor | $18,500 | — | $18,500 |
| CALLAN HOLDINGS INC | INVESTMENT ADVISOR | $12,500 | — | $12,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $10,609 | — | $10,609 |
| PORTER WRIGHT MORRIS & ARTHUR LLP | ATTORNEY/LEGAL | $8,826 | — | $8,826 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — ACCOUNTANT/AUDITOR
- BAKER TILLY US, LLP — Auditor
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PORTER WRIGHT MORRIS & ARTHUR LLP — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,935
- Estimated Expense Ratio: 0.042% 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 | $124,499 | $12,500 | — | $18,500 | — |
| 2023 | $27,453 | — | — | — | — |
| 2022 | $113,536 | $12,500 | $48,129 | — | $15,863 |