# Shumaker, Loop And Kendrick, LLP 401(k) Plan
Source: https://planprovider.pro/companies/shumaker-loop-and-kendrick-llp-401k-plan

> Shumaker, Loop And Kendrick, LLP's 401(k) plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shumaker-loop-and-kendrick-llp-401k-plan)

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