# Schwaab, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schwaab-inc-401k-plan

> Schwaab, INC.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schwaab, INC.

- **Sponsor EIN:** 390602450

- **Sponsor Address:** 12855 W. LISBON ROAD STE 100, BROOKFIELD, WI, 53005

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

- **Total Participants:** 111

- **Total Assets:** $13.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|111|$13.6M|$118,637|$403,233|

| 2023|120|$11.4M|$106,219|$394,966|

| 2022|123|$9.4M|$113,585|$362,689|

## 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|

| VRAKAS S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## 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|$817|—|—|—|—|

| 2023|$726|—|—|—|—|

| 2022|$764|—|$764|—|—|

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