# Schuber Mitchell Homes Pbc, INC. DC Plan
Source: https://planprovider.pro/companies/schuber-mitchell-homes-pbc-inc-plan

> Schuber Mitchell Homes Pbc, INC.'s DC plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/katz-sapper-and-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|—|—|

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