# Ulliman Schutte Construction, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ulliman-schutte-construction-llc-401k-plan

> Ulliman Schutte Construction, LLC's 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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