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Original filing (PDF)20250423153137NAL0003922275001
SCHNIPKE ENGRAVING COMPANY, INC.
Form 5500
FILING_RECEIVED
SCHNIPKE ENGRAVING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHNIPKE ENGRAVING COMPANY, INC..
Plan sponsor
Name
SCHNIPKE ENGRAVING COMPANY, INC.
EIN
34-1005519
Address
14305 ROAD 24 · CLOVERDALE, OH · 45827
Phone
(419) 453-3376
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-07-31
Filed
2025-04-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $47K | — |
Investments
10 pooled funds· $0
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.
Pooled Separate Account
$0
1 holding
Common Collective Trust
$0
9 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FUTUREFUNDS SERIES ACCT II OF GWL EMPOWER ANNUITY INSUARNCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | $0 | — |
| PUTNAM RETIRE ADVANTAGE 2035 FUNDXA PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $0 | — |
| PUTNAM RETIRE ADVANTAGE 2045 FUNDXA PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $0 | — |
| PUTNAM RETIRE ADV TRST 2060 FUNDXA PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | $0 | — |
| PUTNAM RETIRE ADV TRST 2030 FUNDXA PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $0 | — |
| PUTNAM RETIRE ADV MATURITY FUNDXA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $0 | — |
| PUTNAM RETIRE ADVANTAGE 2040 FUNDXA PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $0 | — |
| PUTNAM RETIRE ADVANTAGE 2050 FUNDXA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | — |
| PUTNAM RETIRE ADVANTAGE 2055 FUNDXA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | $0 | — |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | $0 | — |