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Original filing (PDF)20251016122902NAL0003185939001

SCHAEDLER/YESCO DISTRIBUTION, INC.

Form 5500
FILING_RECEIVED
SCHAEDLER/YESCO DISTRIBUTION, INC. FLEXIBLE BENEFIT PLAN
Health & welfare plan
Signals · 1
100% in single holding
Active participants
0
Accounts w/ balance
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
87
/ 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
75
Vendor stack
100
Participation health
90
Knocking points off
  • Top holding "Money Market Fund * Wilmington Funds Wilmington U.S. Govt Money Market Class Institutional" is 100% of plan.
  • No active participants reported but plan still holds assets.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
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
3982 PAXTON STREET · HARRISBURG, PA · 17111
Phone
(800) 998-1621
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
MCCONKEY BENEFITS & FINANCIAL SERV23-3086396BROKER$94K
THE BENECON GROUP23-1315351BROKER$5K
Other
2
NameEINLocationRelationDirect compIndirect comp
BENEFITMALLTOWSON, MDADMIN$24K
AETNA06-6033492ADMIN-$384K

Investments

1 direct security· $1.0M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Money Market Fund * Wilmington Funds Wilmington U.S. Govt Money Market Class Institutional$1.0M$1.0M99.8%

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