What public Form 5500 filings show about the Schneider National, Inc. 401(k) plan — and how to find and check your own account.
Schneider National, Inc. (EIN 39-1258315) reports SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $893.4M in plan assets across 15,808 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Schneider National, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Schneider National, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CWM, BAKER TILLY US LLP, CAPFINANCIAL PARTNERS, MORNINGSTAR INVESTMENT MANAGEMENT L, ADVISORS MANAGEMENT GROUP, CHARLES SCHWAB & CO.
