Plan Snapshot
- Plan Sponsor: Schulze & Burch Biscuit Company
- Sponsor EIN: 362880649
- Sponsor Address: 200 QUEENSWAY STREET, SEARCY, AR, 72143
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $3.6M
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 | 142 | $3.6M | $93,496 | $303,797 |
| 2023 | 151 | $3.5M | $106,164 | $304,523 |
| 2022 | 184 | $3.0M | $118,358 | $325,826 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $21,915 | $6,487 | — | — | — |
| 2023 | $18,588 | $5,591 | — | — | — |
| 2022 | $20,381 | — | — | — | — |