# Schumacher Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schumacher-homes-inc-401k-plan

> Schumacher Homes, INC.'s 401(k) plan: 400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schumacher Homes, INC.

- **Sponsor EIN:** 341701025

- **Sponsor Address:** 2715 WISE AVENUE, NW, CANTON, OH, 44708

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

- **Total Participants:** 400

- **Total Assets:** $34.9M

## 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|400|$34.9M|$832,934|$2.6M|

| 2023|387|$31.0M|$817,644|$2.6M|

| 2022|399|$24.8M|$785,512|$2.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$53,407|—|$53,407|

| RAYMOND JAMES FINANCIAL SERVICES|ADVISOR|$33,333|—|$33,333|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,438|—|$9,438|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$8,334|—|$8,334|

| WORLD INVESTMENTS INC|ADVISOR|$8,333|—|$8,333|

| 415 GROUP, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [415 GROUP, INC.](https://planprovider.pro/provider/415-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $112,845

- **Estimated Expense Ratio:** 0.323% of plan assets

### 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|$112,845|$59,438|—|—|—|

| 2023|$111,711|$59,409|—|—|—|

| 2022|$112,530|$10,615|—|—|—|

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- [Sims-Lohman, INC.](https://planprovider.pro/companies/sims-lohman-inc-401k-plan) — 694 participants

- [M/I Homes, INC.](https://planprovider.pro/companies/m-i-homes-inc-plan-001) — 1,839 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/schumacher-homes-inc-401k-plan)

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