Plan Snapshot
- Plan Sponsor: Shumaker, Loop And Kendrick, LLP
- Sponsor EIN: 344439491
- Sponsor Address: 1000 JACKSON STREET, TOLEDO, OH, 43604
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $287.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 503 | $287.0M | $7.0M | $4.1M |
| 2023 | 504 | $258.6M | $6.1M | $3.8M |
| 2022 | 479 | $225.4M | $5.6M | $3.3M |
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 ADVISORY GROUP, LLC | INVESTMENT MGMT | $102,838 | — | $102,838 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $32,716 | — | $32,716 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,554
- Estimated Expense Ratio: 0.047% 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 | $131,502 | — | $131,502 | — | — |
| 2023 | $125,139 | — | $125,139 | — | — |
| 2022 | $147,225 | — | — | — | — |