# Shaner Operating Corp 401(k) Plan
Source: https://planprovider.pro/companies/shaner-operating-corp-401k-plan

> Shaner Operating Corp's 401(k) plan: 1,714 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shaner Operating Corp

- **Sponsor EIN:** 161379569

- **Sponsor Address:** 1965 WADDLE RD, STATE COLLEGE, PA, 168031639

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

- **Total Participants:** 1,714

- **Total Assets:** $29.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,714|$29.9M|$1|$2.5M|

| 2023|1,635|$26.4M|$867,118|$2.3M|

| 2022|1,214|$22.3M|$543,236|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$147,508|—|$147,508|

| SHANER HOTEL HOLDINGS|OTHER SERVICES|—|$12,312|$12,312|

| REVERE ASSET MANAGEMENT INC|INV ADV, PARTICIPANTS|$6,126|—|$6,126|

| 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:** $165,946

- **Estimated Expense Ratio:** 0.555% 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|$153,712|—|$147,586|—|—|

| 2023|$132,172|—|$127,041|—|—|

| 2022|$125,259|—|$122,705|—|—|

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