Plan Snapshot
- Plan Sponsor: Schumann Printers, INC.
- Sponsor EIN: 391078568
- Sponsor Address: 701 SOUTH MAIN STREET, FALL RIVER, WI, 53932
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 407
- Total Assets: $16.9M
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. |
|---|---|---|---|---|
| 2025 | 407 | $16.9M | $0 | $0 |
| 2024 | 167 | $15.7M | $154,109 | $483,883 |
| 2023 | 165 | $14.4M | $143,597 | $452,685 |
| 2022 | 133 | $12.3M | $142,076 | $449,646 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $27,676 | — | $27,676 |
| JOHNSON WEALTH INC | Investment Advisor | $23,219 | — | $23,219 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,895
- Estimated Expense Ratio: 0.301% 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 |
|---|---|---|---|---|---|
| 2025 | $1,744,905 | $24,055 | — | — | — |
| 2024 | $4,221 | — | $4,221 | — | — |
| 2023 | $3,379 | $1,789 | — | — | — |
| 2022 | $3,835 | $1,670 | $2,165 | — | — |