Plan Ledger DOL Form 5500 · updated monthly

Schleich Enterprises, Inc.401(k)

SCHLEICH ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Schleich Enterprises, Inc. reported $82,234 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,455 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 3 years on file its reported administrative ratio has held roughly steady near 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Nebraska (329th of 565), and the 918th of 2,096 in real estate & leasing. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,404,071
Participants with balances228
Active participants195
Employer contributions$283,814
Employee contributions$791,873
Employer contribution per active participant$1,455
Average account balance$58,790
Benefits paid to participants$417,677
Plan auditUnmodified (clean) audit opinion
AuditorBUCKLEY & SITZMANN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 228 accts · $284K emplr
2023$11.4M · 237 accts · $265K emplr
2022$9.2M · 261 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,234
Total administrative$82,234
The Schleich Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,455
Median for plans this size$2,416
2024$1,455 per active participant
2023$1,417 per active participant
2022$1,199 per active participant

Schleich Enterprises, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
EMPOWER ADVISORY GROUP LLC · Investment management$16,153
PENSION ADMINISTRATORS LLC · Contract administrator$10,888
LEAFHOUSE FINANCIAL ADVISORS, LLC$6,011

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

Administrative cost history3
2024$82,234 · 0.66%
2023$65,442 · 0.64%
2022$68,504 · 0.67%
Same employer
Similar plansReal Estate & Leasing · Nebraska
Seldin, LLC NE$19.0M · 0.58%
Dial Silvercrest Corp. NE$15.1M · 0.68%
The Lund Company NE$13.8M · 0.78%
Cherry Hill Company/Lrc NE$12.8M · 0.05%
Slosburg Company NE$10.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470648893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.