Plan Snapshot
- Plan Sponsor: Schuber Mitchell Homes Pbc, INC.
- Sponsor EIN: 844858112
- Sponsor Address: 2340 S. RANGELINE ROAD, JOPLIN, MO, 648043245
- Plan Type: DC
- Total Participants: 239
- Total Assets: $105.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 239 | $105.6M | $646,528 | $233,930 |
| 2023 | 220 | $47.0M | $544,394 | $212,391 |
| 2022 | 154 | $17.6M | $307,336 | $157,911 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER LLP — Auditor
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 | $37,447 | $4,670 | $32,732 | — | — |
| 2023 | $32,879 | $5,350 | $27,469 | — | — |
| 2022 | $23,281 | — | $23,251 | — | — |