Plan Snapshot
- Plan Sponsor: Schwebel Baking Company
- Sponsor EIN: 340516340
- Sponsor Address: 965 E MIDLOTHIAN BLVD PO BOX 6018, YOUNGSTOWN, OH, 44501
- Plan Type: 401(k)
- Total Participants: 1,020
- Total Assets: $37.1M
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 | 1,020 | $37.1M | $854,135 | $1.4M |
| 2023 | 602 | $38.5M | $780,564 | $1.4M |
| 2022 | 587 | $37.3M | $704,719 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $65,847 | — | $65,847 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,847
- Estimated Expense Ratio: 0.177% 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 | $112,471 | — | $13,543 | — | — |
| 2023 | $76,610 | $41,367 | $34,860 | — | — |
| 2022 | $91,454 | $91,454 | — | — | — |