Plan Snapshot
- Plan Sponsor: Schuster Co INC
- Sponsor EIN: 420933522
- Sponsor Address: PO BOX 1110, LEMARS, IA, 51031
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 450 | $15.3M | $493,186 | $2.0M |
| 2023 | 449 | $13.4M | $417,237 | $1.4M |
| 2022 | 470 | $11.0M | $413,788 | $1.3M |
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 |
|---|---|---|---|---|
| DELPERDANG, SCHUH & CO 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 | $79,044 | $72,005 | — | — | — |
| 2023 | $68,444 | $61,349 | — | — | — |
| 2022 | $63,748 | $63,748 | — | — | — |