Plan Snapshot
- Plan Sponsor: Schrocks Woodcrafts, INC.
- Sponsor EIN: 340979607
- Sponsor Address: P.O. BOX 138, WALNUT CREEK, OH, 44687
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 63 | $4.1M | $20,733 | $215,017 |
| 2023 | 62 | $3.7M | $18,905 | $196,950 |
| 2022 | 131 | $3.1M | $17,536 | $180,779 |
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 |
|---|---|---|---|---|
| MOORE & NEIDENTHAL, INC. | 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 | $528,478 | — | $31,517 | — | — |
| 2023 | $156,944 | — | $27,862 | — | — |
| 2022 | $28,303 | $28,303 | — | — | — |