Plan Ledger DOL Form 5500 · updated monthly

Schumacher Homes, Inc.401(k)

SCHUMACHER HOMES, INC. 401(K) PLAN · CANTON, OH · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

Schumacher Homes, Inc. reported $125,357 in plan administrative expenses for 2025: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,166 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 fell from 0.43% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 754th-largest of 3,295 plans among Ohio employers on file, and the 1,204th of 5,337 in construction. In 2025, employees put in $3.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,555,628
Participants with balances406
Active participants390
Employer contributions$844,801
Employee contributions$2,804,783
Employer contribution per active participant$2,166
Average account balance$102,354
Benefits paid to participants$3,275,770
Plan auditUnmodified (clean) audit opinion
Auditor415 GROUP, INC.
Plan history4
Yearassets · accounts · employer contribution
2025$41.6M · 406 accts · $845K emplr
2024$34.9M · 426 accts · $833K emplr
2023$31.0M · 430 accts · $818K emplr
2022$24.8M · 437 accts · $786K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$61,851
Investment management$63,506
Total administrative$125,357
The Schumacher Homes, Inc. 401(k) match · 2025
Employer contribution per active participant$2,166
Median for plans this size$2,666
2025$2,166 per active participant
2024$2,082 per active participant
2023$2,113 per active participant
2022$1,969 per active participant

Schumacher Homes, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$61,851
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$37,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,506
MGO ONE SEVEN LLC · Investment advisory (plan)$12,500

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

Administrative cost history4
2025$125,357 · 0.33%
2024$112,845 · 0.34%
2023$111,711 · 0.40%
2022$112,530 · 0.43%
Similar plansConstruction · Ohio
Denier Electric Co., Inc. OH$43.7M · 0.23%
The K Company, Inc. OH$41.8M · 0.03%
Claypool Electric, Inc OH$41.6M · 0.11%
Champion Opco, LLC OH$41.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341701025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.