# The Schemmer Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-schemmer-associates-inc-401k-plan

> The Schemmer Associates INC.'s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Schemmer Associates INC.

- **Sponsor EIN:** 470520408

- **Sponsor Address:** 1044 NORTH 115TH STREET, OMAHA, NE, 68154

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

- **Total Participants:** 139

- **Total Assets:** $29.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|139|$29.8M|$575,095|$1.1M|

| 2023|140|$23.9M|$590,557|$1.1M|

| 2022|138|$18.8M|$546,528|$1.1M|

## 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|

| KARSTENS INVESTMENT COUNSEL, INC.|ADVISOR|$26,928|—|$26,928|

| NEWPORT GROUP, INC.|RECORDKEEPER|$20,133|—|$20,133|

| NEWPORT TRUST COMPANY|TRUSTEE|$9,946|—|$9,946|

| LUTZ & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUTZ & COMPANY, P.C.](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,007

- **Estimated Expense Ratio:** 0.191% 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|$57,007|$26,928|$16,398|—|—|

| 2023|$52,463|$29,976|$12,656|—|—|

| 2022|$48,244|$27,816|$12,996|—|$7,432|

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