Schurz Communications, INC. DB Plan

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: DB
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
20240$909,801$0$0
202328$62.3M$0$0
202229$62.2M$0$0

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
PRICEWATERHOUSECOOPERS LLPActuary$333,370$333,370
KEYBANK NATIONAL ASSOCIATIONCustodian / Trustee$98,481$262$98,743
FIDELITY INSTITUTIONAL ASSET MGMTInvestment Advisor$58,908$58,908
TAFT, STETTINIOUS & HOLLISTER, LLPERISA Attorney$49,458$49,458
USI CONSULTING GROUP INCActuary$38,059$38,059
CROWE LLPOther Service Provider$25,121$25,121
CAPITAL STRATEGIES INVESTMENT GROUPInvestment Advisor$9,754$9,754

Verified Provider Profiles

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

Plan Fees & Expenses

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

  • Total Service Provider Fees: $613,413

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
2024$679,255$68,663$25,121
2023$790,347$62,400$4,487
2022$350,884$62,487$98,080

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