Original filing (PDF)20251014143758NAL0003039825001

SCHC COMPANIES, INC.

Name: SCHC COMPANIES, INC. — SCHC COMPANIES, INC 403(B) PLAN, Form 5500 (2024)
Creator: SCHC COMPANIES, INC.

Form 5500

FILING_RECEIVED

SCHC COMPANIES, INC 403(B) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

262

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHC COMPANIES, INC..

Plan sponsor

Name

SCHC COMPANIES, INC.

EIN

22-2943771

Address

819 S SALINA ST · SYRACUSE, NY · 132023527

Phone

(315) 467-7921

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BONADIO & CO, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$53K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EVEREN CAPITAL CORPORATION	—	ST. LOUIS, MO	INVESTMENT ADVISOR	$14K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $3.8M(34% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
METLIFE METLIFE · EIN 13-5581829 / PN 002	Pooled Separate Account	$3.8M	33.8%

Related plans

Other plans using EMPOWER LIFE & ANNUITY

BETHPAGE FEDERAL CREDIT UNION

BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN

$107.4M · 853 participants

KANSAS CITY UNIVERSITY

KANSAS CITY UNIVERSITY RETIREMENT PLAN

$97.0M · 537 participants

LIA GROUP, INC.

THE LIA GROUP 401(K) PLAN

$26.6M · 763 participants

EAST RIVER MEDICAL IMAGING

EAST RIVER MEDICAL IMAGING PROFIT SHARING PLAN

$21.0M · 139 participants

NORTHWOODS CONSULTING PARTNERS, INC .

NORTHWOODS CONSULTING PARTNERS, INC. 401(K) PLAN