Retirement plan

SCHNEIDER FUNERAL DIRECTORS, INC. PROFIT SHARING PLAN

Name: SCHNEIDER FUNERAL DIRECTORS, INC. - SCHNEIDER FUNERAL DIRECTORS, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: SCHNEIDER FUNERAL DIRECTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHNEIDER FUNERAL DIRECTORS, INC. PROFIT SHARING PLAN, SCHNEIDER FUNERAL DIRECTORS, INC.

SCHNEIDER FUNERAL DIRECTORS, INC.EIN 39-1347252Plan #001PY 2022

P.O. BOX 71 - JANESVILLE, WI 535470071608-754-4444

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$370K

-11.6% from 2021

Total participants

+12.5% from 2021

Average account balance

$46,280

-11.6% from 2021

Annual return

-11.63%

-14.61 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$386K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$77K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.12%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$575

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$412 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.556%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,280

$92,743-50.1%

$82,744-44.1%

$134,532-65.6%

Participation rate

80.0%

75.2%+4.8pp

72.6%+7.4pp

81.2%-1.2pp

Annual return

-11.63%

946.63%-958.3pp

702.22%-713.8pp

418.27%-429.9pp

Employer contribution / active EE

$3,273-100.0%

$3,008-100.0%

$4,741-100.0%

Participant deferral / active EE

$4,802-100.0%

$4,395-100.0%

$6,401-100.0%

Admin fee / account holder

$257

$5,977-95.7%

$5,325-95.2%

$11,429-97.7%

SCHNEIDER FUNERAL DIRECTORS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHNEIDER FUNERAL DIRECTORS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion