Original filing (PDF)20251014112403NAL0003769536001

SCHULER INCORPORATED

Name: SCHULER INCORPORATED — SCHULER, INC. SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: SCHULER INCORPORATED

Form 5500

FILING_RECEIVED

SCHULER, INC. SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

212

Accounts w/ balance

317

Plan assets (EOY)

$26.1M

Net assets (EOY)

$26.1M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHULER INCORPORATED.

Plan sponsor

Name

SCHULER INCORPORATED

EIN

31-0628732

Address

7145 COMMERCE BLVD · CANTON, MI · 48187

Phone

(734) 207-7236

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

MRPR GROUP P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP LLC	33-0818667	—	ADVISOR	$25K	—

Investments

36 direct securities· $25.9M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom 2035	—	—	—	$3.4M	13.0%
Fidelity Freedom 2030	—	—	—	$3.3M	12.5%
Fidelity Freedom 2025	—	—	—	$2.5M	9.7%
Fidelity 500 Index Premium	—	—	—	$2.2M	8.4%
Fidelity Freedom 2045	—	—	—	$1.9M	7.5%
Fidelity Freedom 2040	—	—	—	$1.7M	6.6%
Fidelity Freedom 2020	—	—	—	$1.7M	6.6%
Fidelity Government Money Market	—	—	—	$1.5M	5.7%
Fidelity Freedom 2055	—	—	—	$1.1M	4.1%
Fidelity Freedom 2050	—	—	—	$1.1M	4.1%
Fidelity Contrafund	—	—	—	$955K	3.7%
Fidelity Freedom 2015	—	—	—	$583K	2.2%
Fidelity US Bond Index Premium	—	—	—	$430K	1.6%
Fidelity International Index Fund	—	—	—	$393K	1.5%
Fidelity Brokerage Link Unit Fund	—	—	—	$352K	1.3%
Fidelity Freedom 2060	—	—	—	$352K	1.3%
Fidelity Brokerage Link Fidelity Fund	—	—	—	$315K	1.2%
CRLN E Mid Cap Growth A	—	—	—	$252K	1.0%
T. Rowe Price T. Rowe Price Div Growth	—	—	—	$207K	0.8%
JP Morgan JP Morgan Equity Income R6	—	—	—	$197K	0.8%
MFS Mid Cap Value R4	—	—	—	$189K	0.7%
Fidelity Freedom 2065	—	—	—	$175K	0.7%
Fidelity Freedom 2010	—	—	—	$162K	0.6%
Fidelity Brokerage Link Corporate Stock	—	—	—	$138K	0.5%
Fidelity Brokerage Link External Fund	—	—	—	$120K	0.5%
Fidelity Freedom Income Fund	—	—	—	$101K	0.4%
Causeway Emerging Markets Investor	—	—	—	$92K	0.4%
Fidelity Strategic Income Fund	—	—	—	$86K	0.3%
Washatch Core Growth Fund Institutional	—	—	—	$84K	0.3%
Fidelity Extended Market Index	—	—	—	$78K	0.3%
Fidelity Small Cap Index	—	—	—	$72K	0.3%
Glenmede Small Cap Equity Advisors	—	—	—	$55K	0.2%
American Century American Century Small Cap Value Fund	—	—	—	$46K	0.2%
Fidelity Brokerage Link Interest Bearing Cash	—	—	—	$28K	0.1%
Eaton Vance Eaton Vance Income Fund of Boston A	—	—	—	$11K	<0.1%
Fidelity Freedom 2070	—	—	—	$3K	<0.1%