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Original filing (PDF)20251001140518NAL0005963907001
SCHAEDLER YESCO DISTRIBUTION INC.
Form 5500
FILING_RECEIVED
SCHAEDLER YESCO DISTRIBUTION INC. EMPLOYEE STOCK OWNERSHIP PLAN
401(k) retirement plan
Signals · 3
78% in single holding78% employer stockNo recordkeeper disclosed
Active participants
404
Accounts w/ balance
502
Plan assets (EOY)
$47.4M
Net assets (EOY)
$47.4M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schaedler Yesco Distribution, Inc. common stock" is 78% of plan.
- 78% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHAEDLER YESCO DISTRIBUTION INC..
Plan sponsor
Name
SCHAEDLER YESCO DISTRIBUTION INC.
EIN
23-1486799
Address
P.O. BOX 899 · MECHANICSBURG, PA · 17055
Phone
(717) 233-1621
Industry
Wholesale Tradesee all
Plan administrator
Name
SCHAEDLER YESCO DISTRIBUTION INC.
EIN
23-1486799
City
MECHANICSBURG, PA
Phone
(717) 233-1621
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BROWN PLUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON FINANCIAL ADVISORS | 23-2195389 | — | NONE | $34K | — |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | 13-4019460 | — | NONE | $0 | — |
Investments
6 direct securities· $54.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schaedler Yesco Distribution, Inc. common stock | — | — | $4.5M | $42.8M | 90.3% | |
| - (i) Netgain $ | — | — | — | $4.0M | 8.5% | |
| $ - (d) price Selling | — | — | — | $4.0M | 8.5% | |
| Goldman Sachs Square Treasury money market | — | — | $2.4M | $2.4M | 5.1% | |
| U.S. Treasury Note 5.000% 9/30/2025 | — | — | $748K | $754K | 1.6% | |
| U.S. Treasury Note 3.875% 4/30/2025 | — | — | $735K | $749K | 1.6% |
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