Plan Snapshot
- Plan Sponsor: The Schneider Corporation
- Sponsor EIN: 351071991
- Sponsor Address: 8901 OTIS AVENUE, INDIANAPOLIS, IN, 46216
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $13.8M
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 | 88 | $13.8M | $162,471 | $795,932 |
| 2023 | 77 | $12.2M | $143,630 | $675,637 |
| 2022 | 106 | $10.5M | $157,169 | $714,836 |
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 ANNUITY INSURANCE COMPANY | RECORDKEEPER | $26,571 | — | $26,571 |
| SHEPHERD FINANCIAL INVESTMENT ADV | INVESTMENT ADVISOR | $24,000 | — | $24,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,375 | — | $5,375 |
| DWD CPAS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DWD CPAS & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,946
- Estimated Expense Ratio: 0.405% 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 | $57,846 | $29,375 | — | — | — |
| 2023 | $52,675 | $28,431 | — | — | — |
| 2022 | $65,431 | $29,149 | $30,077 | — | $6,205 |