# Schottenstein Stores Corp. 401(k) Plan
Source: https://planprovider.pro/companies/schottenstein-stores-corporation-401k-plan

> Schottenstein Stores Corp.'s 401(k) plan: 3,103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PORTER WRIGHT MORRIS & ARTHUR LLP](https://planprovider.pro/provider/porter-wright-morris-and-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|

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