Original filing (PDF)20251013124936NAL0000617827001

SCHNEIDER DOWNS & CO., INC.

Name: SCHNEIDER DOWNS & CO., INC. — SCHNEIDER DOWNS RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SCHNEIDER DOWNS & CO., INC.

Form 5500

FILING_RECEIVED

SCHNEIDER DOWNS RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

37% in single holdingNo recordkeeper disclosed

Active participants

528

Accounts w/ balance

957

Plan assets (EOY)

$166.7M

Net assets (EOY)

$166.7M

How this plan invests

This plan

9 pooled trusts

Schedule D

9 securities

funds · stocks · CUSIPs

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

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

Participation health

100

Knocking points off

Top holding "[DFE: BLACKROCK EQUITY INDEX FUND (extraction pending)]" is 37% of plan.
No recordkeeper disclosed on Schedule C.

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 SCHNEIDER DOWNS & CO., INC..

Plan sponsor

Name

SCHNEIDER DOWNS & CO., INC.

EIN

25-1408703

Address

ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA · 152225416

Phone

(412) 261-3644

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

MCKONLY & ASBURY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 pooled funds· $114.9M(69% 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.

Investment	Type	Shares / units	Cost	Current value	% of plan
BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001	Common Collective Trust	—	—	$42.4M	25.4%
BLACKROCK MSCI ACWI EX-U.S. IDX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013	Common Collective Trust	—	—	$24.2M	14.5%
PRUDENTIAL CORE PLUS BOND FUND CL 3 PRUDENTIAL TRUST COMPANY · EIN 23-6996310 / PN 165	Common Collective Trust	—	—	$15.4M	9.2%
BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003	Common Collective Trust	—	—	$12.6M	7.5%
BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004	Common Collective Trust	—	—	$9.9M	5.9%
RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$6.8M	4.1%
CLEARBRIDGE LARGE CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345	Common Collective Trust	—	—	$2.9M	1.8%
EMERGING MARKETS FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672	Common Collective Trust	—	—	$613K	0.4%
BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010	Common Collective Trust	—	$107K	$116K	<0.1%