Department of Labor filing

DANIEL G. SCHUSTER, LLC

DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN · For the plan year ended Apr 30, 2025

Public filing 2024 · received Feb 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

33filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$483

Reported employer contributions per active participant.

Higher than about 16% of comparable plans

#People in the filing

1,266

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$62 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 73% of comparable plans

↗Investment performance

Not available

Plan assets changed 8.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202433out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions16th percentileTypical peer $1,383 · based on 243 comparable plans

Lower reported administrative expense73rd percentileTypical peer $102 · based on 246 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Apr 30, 2025, DANIEL G. SCHUSTER, LLC reported $611,887 in employer contributions across the plan and 1,266 active participants. That works out to $483 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy91%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 19.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context33/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $611,887
Participant contributions: $2,004,642
Other contributions: $103,030
Employer share of reported contributions: 23.4%
Beginning assets: $36,990,422
Ending assets: $40,053,645
Ending net assets: $40,053,645
Ending liabilities: $0
Total income: $5,981,210
Total expenses: $2,917,987
Administrative expenses: $97,586
Participant loans: $647,101

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$597

2023

$294

2024

$483

Plan-paid administrative expenses per participant

2022

$66

2023

$57

2024

$62

Active participants

2022

1,086

2023

1,366

2024

1,266

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$483	1,266	40.1M	20260213161838NAL0001771571001
2023	$294	1,366	37M	20250210054121NAL0008911507001
2022	$597	1,086	32.7M	20240214111511NAL0047803505001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 521042778-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 1990
Industry: Construction
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALERUS FINANCIAL	2024	Not reported	unknown
ALLIANZ GLOBAL DISTRIB, INC.	2024	Not reported	unknown
AMERICAN FUNDS DISTRIB, INC.	2024	Not reported	unknown
BAIRD	2024	Not reported	unknown
FIDELITY DISTRIB, CORP.	2024	Not reported	unknown
GREAT GRAY TRUST	2024	Not reported	unknown
STRATEGIC WEALTH MANAGEMENT LLC	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260213161838NAL0001771571001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗