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Original filing (PDF)20251009141231NAL0016318562001
SCHNEIDER PACKAGING EQUIPMENT
Form 5500
FILING_RECEIVED
SCHNEIDER PACKAGING EQUIPMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
219
Accounts w/ balance
302
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHNEIDER PACKAGING EQUIPMENT.
Plan sponsor
Name
SCHNEIDER PACKAGING EQUIPMENT
EIN
16-0991432
Address
5370 GUY YOUNG RD · BREWERTON, NY · 130299419
Phone
(315) 676-3035
Industry
Manufacturingsee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVEREST CONSULTANTS | — | SYRACUSE, NY | ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $8K | — |
Investments
27 direct securities · 1 pooled fund· $23.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.5M
27 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral | — | — | $32K | $4.5M | 18.9% | |
| Nuveen Large Cap Growth Index Fund R6 Class | — | — | $41K | $2.7M | 11.5% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | $128K | $2.7M | 11.4% | |
| Vanguard Value Index Fund Admiral Shares | — | — | $34K | $2.2M | 9.3% | |
| American Funds New Perspective Fund Class R-6 | — | — | $22K | $1.4M | 5.7% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | $58K | $1.1M | 4.6% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $5K | $1.0M | 4.3% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | $31K | $823K | 3.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | $46K | $710K | 3.0% | |
| Vanguard Explorer Fund Admiral Shares | — | — | $6K | $633K | 2.7% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | $7K | $556K | 2.3% | |
| PIMCO Income Fund Institutional Class | — | — | $52K | $548K | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | $2K | $493K | 2.1% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | $26K | $474K | 2.0% | |
| DFA U.S. Small Cap Portfolio Institutional Class | — | — | $9K | $446K | 1.9% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | $20K | $412K | 1.7% | |
| Vanguard International Growth Fund Admiral Shares | — | — | $4K | $407K | 1.7% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | $22K | $372K | 1.6% | |
| Vanguard Selected Value Fund Investor Shares | — | — | $12K | $315K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | $3K | $280K | 1.2% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | $13K | $265K | 1.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 | — | — | $14K | $237K | 1.0% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | $22K | $233K | 1.0% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | $14K | $210K | 0.9% | |
| American Funds American High-Income Trust Class R-6 | — | — | $20K | $199K | 0.8% | |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Shares | — | — | $9K | $199K | 0.8% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | $8K | $82K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 49 American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | $3K | $36K | 0.1% |
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