Plan Snapshot
- Plan Sponsor: Shuster'S Builders Supplies, INC.
- Sponsor EIN: 251087252
- Sponsor Address: 2920 CLAY PIKE, NORTH HUNTINGDON, PA, 156423020
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 65 | $10.5M | $47,601 | $295,698 |
| 2023 | 80 | $11.5M | $53,871 | $314,894 |
| 2022 | 90 | $11.3M | $65,651 | $353,081 |
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 |
|---|---|---|---|---|
| R.D. HOAG & ASSOCIATES, LLC | 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 | $46,703 | $34,291 | — | — | — |
| 2023 | $44,676 | $33,697 | — | — | — |
| 2022 | $49,027 | $35,996 | — | — | $13,031 |