Plan Ledger DOL Form 5500 · updated monthly

Don Schumacher Racing Corp.401(k)

DON SCHUMACHER RACING CORP. 401(K) RETIREMENT PLAN · BROWNSBURG, IN · plan year 2023

Reported admin expense ratio · 2023
0.77%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Don Schumacher Racing Corp. reported $32,469 in plan administrative expenses for 2023: 0.77% of average plan assets, above the peer median. Employer contributions averaged $1,164 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.84% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Indiana (1,212th of 1,562), and 967th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $3.54 for every $1.00 the employer contributed; active participation has shrunk from 67 to 50 since 2022.

Plan summary
Net assets, end of year$4,439,585
Participants with balances143
Active participants50
Employer contributions$58,205
Employee contributions$206,094
Employer contribution per active participant$1,164
Average account balance$31,046
Benefits paid to participants$522,851
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS INC
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 165 accts · $67K emplr
2023$4.4M · 143 accts · $58K emplr
2022$4.0M · 153 accts · $69K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,442
Total administrative$32,469
The Don Schumacher Racing Corp. 401(k) match · 2023
Employer contribution per active participant$1,164
Median for plans this size$1,308
2024$2,233 per active participant
2023$1,164 per active participant
2022$1,032 per active participant

Don Schumacher Racing Corp.'s 2023 employer contribution ran below the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$16,442
CERITY PARTNERS$16,027

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,883 · 0.71%
2023$32,469 · 0.77%
2022$36,488 · 0.84%
Similar plansArts, Entertainment & Recreation · Indiana
Andretti Autosport IN$6.5M · 0.00%
Glen Ivy Hot Springs CA$4.5M · 0.51%
Elk Valley Rancheria CA$4.4M · 0.63%
Ansley Golf Club Inc. GA$4.4M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364234159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.