# Schurz Communications, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schurz-communications-inc-401k-plan

> Schurz Communications, INC.'s 401(k) plan: 504 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schurz Communications, INC.

- **Sponsor EIN:** 350670960

- **Sponsor Address:** 1301 E. DOUGLAS ROAD, SUITE 200, MISHAWAKA, IN, 46545

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

- **Total Participants:** 504

- **Total Assets:** $94.7M

## 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|504|$94.7M|$1.4M|$4.0M|

| 2023|505|$86.0M|$1.3M|$3.7M|

| 2022|502|$78.5M|$1.2M|$3.4M|

## 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|$86,262|—|$86,262|

| CAPITAL STRATEGIES INVESTMENT GROUP|INVESTMENT ADVISOR|$32,000|—|$32,000|

| CROWE LLP|ACCOUNTANT/AUDITOR|$18,295|—|$18,295|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,557

- **Estimated Expense Ratio:** 0.144% 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|$136,557|$32,000|—|$18,295|—|

| 2023|$118,892|$24,000|—|$4,487|—|

| 2022|$145,426|$24,000|—|—|$16,168|

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