Back to filter
Original filing (PDF)20251001135356NAL0014369280001
SCHAEDLER YESCO DISTRIBUTION INC.
Form 5500
FILING_RECEIVED
SCHAEDLER YESCO DISTRIBUTION INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
97% employer stockNo recordkeeper disclosed
Active participants
441
Accounts w/ balance
483
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 97% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BROWN PLUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL INVESTMENT ADVISORS | 01-0726056 | — | NONE | $37K | — |
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
Investments
24 direct securities· $40.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual Funds / Common Stocks | — | — | — | $5.3M | 13.1% | |
| Vanguard Target Retirement 2035 Mutual Funds / Common Stocks | — | — | — | $4.7M | 11.6% | |
| Fidelity 500 Index Fund Mutual Funds / Common Stocks | — | — | — | $4.5M | 11.0% | |
| Vanguard Target Retirement 2025 Mutual Funds / Common Stocks | — | — | — | $4.0M | 9.8% | |
| Vanguard Growth Index Fund - Admiral Mutual Funds / Common Stocks | — | — | — | $3.3M | 8.0% | |
| Vanguard Target Retirement 2040 Mutual Funds / Common Stocks | — | — | — | $3.1M | 7.5% | |
| Vanguard Value Index Admiral Mutual Funds / Common Stocks | — | — | — | $1.8M | 4.5% | |
| Vanguard Target Retirement Income Mutual Funds / Common Stocks | — | — | — | $1.7M | 4.3% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds / Common Stocks | — | — | — | $1.7M | 4.2% | |
| Fidelity Extended Market Index Fund Mutual Funds / Common Stocks | — | — | — | $1.6M | 4.0% | |
| Vanguard Developed Markets Index Mutual Funds / Common Stocks | — | — | — | $1.6M | 3.8% | |
| Vanguard Target Retirement 2045 Mutual Funds / Common Stocks | — | — | — | $1.2M | 2.9% | |
| Vanguard Target Retirement 2050 Mutual Funds / Common Stocks | — | — | — | $1.1M | 2.7% | |
| Vanguard Target Retirement 2055 Mutual Funds / Common Stocks | — | — | — | $1.1M | 2.7% | |
| Schwab Bank Savings Money Market Fund | — | — | — | $935K | 2.3% | |
| Vanguard Total Bond Market Index Fund - Admiral Mutual Funds / Common Stocks | — | — | — | $781K | 1.9% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | — | — | — | $384K | 0.9% | |
| Vanguard Short-Term Invst Grade Admiral Mutual Funds / Common Stocks | — | — | — | $358K | 0.9% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Funds / Common Stocks | — | — | — | $342K | 0.8% | |
| Vanguard Target Retirement 2065 Mutual Funds / Common Stocks | — | — | — | $306K | 0.8% | |
| Vanguard Target Retirement 2060 Mutual Funds / Common Stocks | — | — | — | $293K | 0.7% | |
| American Centry Government Bond R5 Mutual Funds / Common Stocks | — | — | — | $281K | 0.7% | |
| Vanguard Short Term Infl Prot Admiral Mutual Funds / Common Stocks | — | — | — | $197K | 0.5% | |
| Vanguard Target Retirement 2070 Mutual Funds / Common Stocks | — | — | — | $79K | 0.2% |
Related plans
Other plans using CONRAD SIEGEL INVESTMENT ADVISORS
EUROFINS NSC US, INC.
EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE SAVINGS PLAN
$1.3B · 13,409 participants
HBG, INC.
HB GLOBAL 401(K) PLAN
$108.9M · 1,586 participants
PEOPLES SECURITY BANK & TRUST COMPANY
PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN
$52.8M · 551 participants
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLAN
$43.0M · 124 participants
UNITED CHURCH OF CHRIST HOMES
UNITED CHURCH OF CHRIST HOMES RETIREMENT PLAN
$37.1M · 755 participants
LANE ENTERPRISES HOLDINGS, INC.
LANE'S RETIREMENT SAVINGS AND PENSION PLAN
$35.1M · 487 participants
Similar-size Wholesale Trade plans
WOLFF BROS. SUPPLY, INC.
WOLFF BROS. SUPPLY, INC. 401(K) PROFIT SHARING PLAN
$40.6M · 402 participants
DATA SYSTEMS, INC.
DATA SYSTEMS, INC. PROFIT SHARING PLAN AND TRUST
$40.2M · 511 participants
AMERICA II GROUP LLC
AMERICA II CORP. RETIREMENT SAVINGS PLAN
$41.3M · 211 participants
UTILITY SUPPLY AND CONSTRUCTION COMPANY
UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN
$41.7M · 379 participants
DEALERS ELECTRICAL SUPPLY CO.
EMPLOYEE 401(K) PLAN & TRUST OF DEALERS ELECTRICAL SUPPLY CO.
$39.1M · 502 participants
HMS INDUSTRIAL NETWORKS INC.
HMS INDUSTRIAL NETWORKS INC. 401(K) PROFIT SHARING PLAN AND TRUST
$39.0M · 303 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B