# Shaffer Distributing Co. 401(k) Plan
Source: https://planprovider.pro/companies/shaffer-distributing-co-401k-plan

> Shaffer Distributing Co.'s 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shaffer Distributing Co.

- **Sponsor EIN:** 314304446

- **Sponsor Address:** 1100 W 3RD AVE, COLUMBUS, OH, 43212

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

- **Total Participants:** 109

- **Total Assets:** $9.6M

## 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|109|$9.6M|$339,471|$643,130|

| 2023|137|$8.5M|$729,928|$579,291|

| 2022|119|$6.1M|$381,371|$404,683|

## 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|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$29,673|—|$29,673|

| ADP, INC.|Recordkeeper|$23,330|—|$23,330|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,003

- **Estimated Expense Ratio:** 0.551% 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|$53,003|$29,673|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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