# W.M. Schultz Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-m-schultz-construction-inc-401k-plan

> W.M. Schultz Construction, INC.'s 401(k) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W.M. Schultz Construction, INC.

- **Sponsor EIN:** 141827521

- **Sponsor Address:** P.O. BOX 2620, BALLSTON SPA, NY, 12020

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

- **Total Participants:** 63

- **Total Assets:** $9.2M

## 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|63|$9.2M|$620,316|$280,475|

| 2023|62|$11.1M|$891,754|$239,878|

| 2022|60|$10.3M|$981,821|$233,456|

## 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|

| GLOBAL RETIREMENT PARTNERS, LLC|NONE|$45,884|—|$45,884|

| CHEMUNG CANAL TRUST COMPANY|NONE|$25,584|—|$25,584|

| BONADIO & CO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [BONADIO & CO, LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,468

- **Estimated Expense Ratio:** 0.780% 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|$73,719|$45,884|—|—|—|

| 2023|$60,112|$43,237|$7,975|—|—|

| 2022|$66,444|$43,349|—|—|$23,095|

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