Plan Ledger DOL Form 5500 · updated monthly

Schneider Heating & Air Conditioning, Inc.401(k)

SCHNEIDER HEATING & AIR CONDITIONING, INC. PROFIT SHARING PLAN · ONALASKA, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Schneider Heating & Air Conditioning, Inc. reported $32,729 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $2,118 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 1 year on file its reported administrative ratio rose from 0.31% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,253rd of 1,936), and 7,870th of 11,654 in professional & technical services. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,407,536
Participants with balances100
Active participants124
Employer contributions$262,592
Employee contributions$508,551
Employer contribution per active participant$2,118
Average account balance$104,075
Benefits paid to participants$1,051,241
Plan auditUnmodified (clean) audit opinion
AuditorHANCOCK & ROBINSON CPA
Plan history2
Yearassets · accounts · employer contribution
2024$10.4M · 100 accts · $263K emplr
2023$9.3M · 112 accts · $258K emplr
Administrative expenses, itemized · 2024
Investment management$32,729
Total administrative$32,729
The Schneider Heating & Air Conditioning, Inc. 401(k) match · 2024
Employer contribution per active participant$2,118
Median for plans this size$1,313
2024$2,118 per active participant
2023$2,306 per active participant

Schneider Heating & Air Conditioning, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$33,228
PREMIER RETIREMENT PARTNERS · Contract administrator · Investment advisory (plan)$2,387
CAPITAL GROUPS RETIREMENT PLAN SVS$1,088

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

Administrative cost history2
2024$32,729 · 0.33%
2023$26,095 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Concurrency, Inc. WI$11.4M · 0.12%
Kyle Enterprises, LLC WI$11.3M · 0.72%
Nesnah Ventures LLC WI$11.3M · 0.41%
C3 Corporation WI$10.2M · 0.62%
Symphony Corporation WI$9.8M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391178245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.