Retirement plan

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Name: SCHELL & KAMPETER, INC. - SCHELL & KAMPETER, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: SCHELL & KAMPETER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHELL & KAMPETER, INC. PROFIT SHARING PLAN, SCHELL & KAMPETER, INC.

SCHELL & KAMPETER, INC.EIN 43-0951994Plan #001PY 2024

4TH AND OLIVE - META, MO 65058573-229-4203LinkedIn501-1000 employeesfood production

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed December 18, 2019

Plan administrator

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103 North Olive

Meta, MO 65058

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Plans declared (1)

Diamond Pet Foods Deferred Compensation Plan10 emp

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Total assets (EOY)

$116.5M

+16.8% from 2023

Total participants

1,302

+12.2% from 2023

Average account balance

$89,631

+3.1% from 2023

Annual return

14.00%

-2.74 pp from 2023

Benchmarks

See 261 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort261 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$116.52M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

1,300

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.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576	Sub-transfer agency fees; Shareholder...	$294,083
STANCORP FINANCIAL GROUP10+ years Filed as: STANCORP FINANCIAL Service code 19	Securities Custodian	$24,240

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$294K

$260 / participant

Contract admin$294K100.0%

% of EOY assets

0.252%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WILLIAMS-KEEPERS, LLC
Auditor EIN: 431126847
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,631

$76,209+17.6%

$81,370+10.2%

$200,096-55.2%

Participation rate

99.8%

76.4%+23.5pp

69.5%+30.3pp

72.0%+27.8pp

Annual return

14.00%

15.55%-1.6pp

24.85%-10.9pp

34.26%-20.3pp

Employer contribution / active EE

$5,432

$2,807+93.5%

$2,464+120.5%

$3,038+78.8%

Participant deferral / active EE

$5,257

$4,210+24.9%

$3,885+35.3%

$5,090+3.3%

Admin fee / account holder

$226

$146+54.9%

$5,749-96.1%

$269-16.0%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP10+ years

Service code 12 · EIN 93-1253576

Sub-transfer agency fees; Shareholder...

$294,083

STANCORP FINANCIAL GROUP10+ years

Filed as: STANCORP FINANCIAL

Service code 19

Securities Custodian

$24,240

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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