Plan Snapshot
- Plan Sponsor: Ulliman Schutte Construction, LLC
- Sponsor EIN: 311582279
- Sponsor Address: 9111 SPRINGBORO PIKE, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $61.9M
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 | 265 | $61.9M | $3.2M | $1.8M |
| 2023 | 279 | $53.6M | $2.7M | $1.8M |
| 2022 | 406 | $47.3M | $2.3M | $1.7M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $182,430 | $124,876 | $21,650 | — | — |
| 2023 | $159,008 | $113,660 | $14,450 | — | — |
| 2022 | $168,118 | $168,118 | — | — | — |