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Original filing (PDF)20251014084715NAL0005152946001
SCHOTTENSTEIN STORES CORP.
Form 5500
FILING_RECEIVED
THE PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
3,103
Accounts w/ balance
4,767
Plan assets (EOY)
$163.5M
Net assets (EOY)
$163.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 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 (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHOTTENSTEIN STORES CORP..
Plan sponsor
Name
SCHOTTENSTEIN STORES CORP.
EIN
31-0820773
Address
4300 EAST FIFTH AVENUE · COLUMBUS, OH · 43219
Phone
(614) 449-4238
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN HOLDINGS INC | 82-2748926 | — | INVESTMENT ADVISOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $19K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTER WRIGHT MORRIS & ARTHUR LLP | 31-4373657 | — | ATTORNEY/LEGAL | $9K | — |
Investments
22 direct securities · 2 pooled funds· $174.0M(100% 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.
Uncategorized
$157.9M
22 holdings
Common Collective Trust
$16.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund Class K6 Mutual Funds T. Rowe Price T. Rowe Price Retirement 2030 Fund N/R | — | — | — | $17.0M | 10.4% | |
| Collective Trust Fund SEI Trust Company Galliard Stable Return Fund M N/R | — | — | — | $16.1M | 9.8% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $16.1M | 9.8% | |
| T. Rowe Price T. Rowe Price Growth Stock N/R | — | — | — | $14.6M | 8.9% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund N/R | — | — | — | $13.7M | 8.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund N/R | — | — | — | $13.6M | 8.3% | |
| BNY Mellon BNY Mellon Inst S&P 500 Stock Index I N/R | — | — | — | $12.8M | 7.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund N/R | — | — | — | $11.8M | 7.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund N/R | — | — | — | $10.2M | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund N/R | — | — | — | $5.5M | 3.4% | |
| T. Rowe Price T. Rowe Price New Horizon N/R | — | — | — | $5.0M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund N/R | — | — | — | $5.0M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund N/R | — | — | — | $5.0M | 3.0% | |
| American Funds American Funds EuroPacific Gr R4 N/R | — | — | — | $4.4M | 2.7% | |
| Prudential PGIM Total Return Bond A N/R | — | — | — | $4.4M | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund N/R | — | — | — | $3.6M | 2.2% | |
| BNY Mellon BNY Mellon Small Cap Stock Index Inv N/R | — | — | — | $3.4M | 2.1% | |
| MFS Value Fund A N/R | — | — | — | $3.4M | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund N/R | — | — | — | $3.2M | 1.9% | |
| BNY Mellon BNY Mellon SmallCap Index Inv N/R | — | — | — | $2.8M | 1.7% | |
| Columbia Small Cap Value II - A N/R | — | — | — | $2.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund N/R | — | — | — | $105K | <0.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $32K | <0.1% | |
| STABLE RETURN FUND WELLS FARGO GALLIARD · EIN 26-0819611 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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