# Schraad & Associates-Sales/Marketing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schraad-associates-sales-marketing-inc-401k-plan

> Schraad & Associates-Sales/Marketing, INC.'s 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schraad & Associates-Sales/Marketing, INC.

- **Sponsor EIN:** 471568101

- **Sponsor Address:** 10 NW 6TH STRRET, OKLAHOMA CITY, OK, 73102

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|164|$11.8M|$470,866|$996,363|

| 2023|167|$9.2M|$429,784|$897,419|

| 2022|152|$7.0M|$353,103|$775,678|

## 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|

| FINLEY & COOK, PPLC|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|$5,350|—|$5,350|—|—|

| 2023|$3,883|—|$3,883|—|—|

| 2022|$1,092|—|$1,092|—|—|

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