Schellman Compliance 401(k) match, vesting and fees
What Schellman Compliance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Sensiba, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Schellman Compliance: employer contribution per participant | $9,005 | |
| Peer median | $2,600 |
| Schellman Compliance: average balance | $134,854 | |
| Peer median | $84,124 |
| Schellman Compliance: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $45.6M at the end of plan year 2022 to $83.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 658 | $83.2M | $5.6M | $9,005 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 605 | $65.6M | $5.3M | $8,823 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 583 | $45.6M | $4.4M | $8,023 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Schellman Compliance match 401(k) contributions?
The match terms for the Schellman Compliance, Llc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $5.6M in employer contributions, about $9,005 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Schellman Compliance 401(k) match vested?
The vesting schedule for the Schellman Compliance, Llc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Schellman Compliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Schellman Compliance, LLC.
I left Schellman Compliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Schellman Compliance, LLC, (866) 254-0000) or the recordkeeper, John Hancock Life Insurance Company. The Schellman Compliance old 401(k) page lists the contacts from every plan filing. Find an old Schellman Compliance 401(k)
Data from the public Form 5500 annual reports Schellman Compliance filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Schellman Compliance. Not financial advice. Report a correction · Methodology