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Original filing (PDF)20251002172255NAL0000743921001
SCHWEBEL BAKING COMPANY
Form 5500
FILING_RECEIVED
THE SCHWEBEL BAKING COMPANY 401K PLAN
401(k) retirement plan
Active participants
1,020
Accounts w/ balance
806
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
17 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHWEBEL BAKING COMPANY.
Plan sponsor
Name
SCHWEBEL BAKING COMPANY
EIN
34-0516340
Address
965 E MIDLOTHIAN BLVD PO BOX 6018 · YOUNGSTOWN, OH · 44501
Phone
(330) 783-2860
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HILL BARTH &KING LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
Investments
10 direct securities · 7 pooled funds· $37.1M(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
$31.8M
10 holdings
Pooled Separate Account
$5.3M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL PRESERVATION SEPARATE ACCOUNT Guaranteed Investment Contract | — | — | — | $7.5M | 20.3% | |
| JPMORGAN LARGE CAP GROWTH A Mutual Fund | — | — | — | $4.5M | 12.3% | |
| PGIM TOTAL RETURN BOND Z Mutual Fund | — | — | — | $3.7M | 10.0% | |
| MFS VALUE R3 Mutual Fund | — | — | — | $3.6M | 9.6% | |
| AMERICAN FUNDS EUROPACIFIC GR R2 Mutual Fund | — | — | — | $2.6M | 7.1% | |
| HARDING LOEVNER INTERNATIONAL EQ INSTL Mutual Fund | — | — | — | $2.5M | 6.7% | |
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | — | — | — | $2.5M | 6.7% | |
| CARILLON EAGLE MID CAP GROWTH A Mutual Fund | — | — | — | $2.1M | 5.7% | |
| JHANCOCK DISCIPLINED VALUE MID CAP A Mutual Fund | — | — | — | $2.1M | 5.5% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $1.8M | 4.8% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.5M | 4.0% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $824K | 2.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS bearing interest at 3.75% - 9% - | — | — | — | $580K | 1.6% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $359K | 1.0% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $322K | 0.9% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $286K | 0.8% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $279K | 0.8% |
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