Plan Snapshot
- Plan Sponsor: Shoup Manufacturing Co
- Sponsor EIN: 362936024
- Sponsor Address: 3 STUART DRIVE, KANKAKEE, IL, 60901
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $19.0M
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 | 153 | $19.0M | $316,303 | $695,585 |
| 2023 | 142 | $16.1M | $291,255 | $654,760 |
| 2022 | 128 | $13.3M | $250,136 | $593,080 |
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 |
|---|---|---|---|---|
| CBIZ, CPAS, P.C. | Auditor | — | — | $0 |
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 | $64,371 | $41,159 | — | — | — |
| 2023 | $71,068 | — | — | — | — |
| 2022 | $93,806 | $21,523 | $72,283 | — | — |