Plan Snapshot
- Plan Sponsor: Schwarz Partners LP
- Sponsor EIN: 351970447
- Sponsor Address: 10 W. CARMEL DR., SUITE 300, CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 5,208
- Total Assets: $282.0M
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 | 5,208 | $282.0M | $12.6M | $30.7M |
| 2023 | 4,922 | $234.2M | $11.9M | $26.3M |
| 2022 | 4,279 | $180.9M | $10.2M | $22.9M |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.007% 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 | $658,375 | $77,517 | $559,858 | $21,000 | — |
| 2023 | $590,062 | $73,855 | $516,207 | — | — |
| 2022 | $583,556 | $98,039 | $485,517 | — | — |