# Schwab-Vollhaber-Lubratt, INC. DC Plan
Source: https://planprovider.pro/companies/schwab-vollhaber-lubratt-inc-plan

> Schwab-Vollhaber-Lubratt, INC.'s DC plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schwab-Vollhaber-Lubratt, INC.

- **Sponsor EIN:** 410911364

- **Sponsor Address:** 2920 CENTRE POINTE DRIVE, ROSEVILLE, MN, 55113

- **Plan Type:** DC

- **Total Participants:** 126

- **Total Assets:** $64.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|126|$64.8M|$3.7M|$269,038|

| 2023|101|$53.7M|$3.1M|$211,722|

| 2022|103|$42.7M|$2.8M|$197,335|

## 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|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$63,001|$34,114|—|—|—|

| 2023|$43,371|$25,285|—|$875|—|

| 2022|$29,454|$20,664|—|—|—|

## Similar Plans

- [Horwitz, LLC](https://planprovider.pro/companies/horwitz-llc-plan) — 129 participants

- [Hero Home Services, INC.](https://planprovider.pro/companies/hero-home-services-inc-plan) — 122 participants

- [Superior Companies Of Minnesota INC](https://planprovider.pro/companies/superior-companies-of-minnesota-inc-401k-plan) — 118 participants

- [Standard Heating & Air Conditioning, INC.](https://planprovider.pro/companies/standard-heating-air-conditioning-inc-401k-plan-003) — 117 participants

- [Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl](https://planprovider.pro/companies/board-of-trustees-of-local-49-heat-and-frost-insulators-retirement-pl-plan) — 116 participants

- [Deans Professional Plumbing INC](https://planprovider.pro/companies/deans-professional-plumbing-in-401k-plan) — 151 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/schwab-vollhaber-lubratt-inc-plan)

© 2026 PlanProvider.Pro