Original filing (PDF)20250714082643NAL0000789297001

SCHINDLER ELEVATOR CORPORATION

Name: SCHINDLER ELEVATOR CORPORATION — SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN, Form 5500 (2024)
Creator: SCHINDLER ELEVATOR CORPORATION

Form 5500

FILING_RECEIVED

SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN

401(k) retirement plan

Active participants

2,362

Accounts w/ balance

3,357

Plan assets (EOY)

$527.8M

Net assets (EOY)

$527.8M

How this plan invests

This plan

20 pooled trusts

Schedule D

23 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHINDLER ELEVATOR CORPORATION.

Plan sponsor

Name

SCHINDLER ELEVATOR CORPORATION

EIN

34-1270056

Address

20 WHIPPANY ROAD · PO BOX 1935 · MORRISTOWN, NJ · 079621935

Phone

(973) 397-6500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CARON & BLETZER, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$165K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$105K	—
AON HEWITT	36-3109431	—	CONSULTANT	$44K	—

Investments

18 direct securities · 20 pooled funds· $866.1M(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.

Common Collective Trust

$485.7M

20 holdings

Uncategorized

$380.4M

18 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Blue Chip Growth Fund A "	—	—	—	$118.1M	22.4%
FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142	Common Collective Trust	—	—	$118.1M	22.4%
SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078	Common Collective Trust	—	—	$71.0M	13.5%
State Street Target Retirement 2035 Fund "	—	—	—	$30.7M	5.8%
SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024	Common Collective Trust	—	—	$30.7M	5.8%
State Street Target Retirement 2040 Fund "	—	—	—	$29.9M	5.7%
SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025	Common Collective Trust	—	—	$29.9M	5.7%
State Street Target Retirement 2030 Fund "	—	—	—	$28.3M	5.4%
SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023	Common Collective Trust	—	—	$28.3M	5.4%
SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027	Common Collective Trust	—	—	$28.2M	5.3%
DFA U.S. Targeted Value Portfolio Fund "	—	—	—	$25.9M	4.9%
State Street Target Retirement 2045 Fund "	—	—	—	$25.9M	4.9%
SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026	Common Collective Trust	—	—	$25.9M	4.9%
State Street Target Retirement 2055 Fund "	—	—	—	$24.8M	4.7%
SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028	Common Collective Trust	—	—	$24.8M	4.7%
Fidelity Managed Income Portfolio II Fund "	—	—	—	$24.6M	4.7%
MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$24.6M	4.7%
WB SMID GROWTH A GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007	Common Collective Trust	—	—	$16.1M	3.0%
State Street Target Retirement 2025 Fund "	—	—	—	$15.7M	3.0%
SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022	Common Collective Trust	—	—	$15.7M	3.0%
RT GQG INTL EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011	Common Collective Trust	—	—	$13.4M	2.5%
ARISTOTLE VALUE EQ SEI TRUST COMPANY · EIN 81-3393503 / PN 002	Common Collective Trust	—	—	$13.2M	2.5%
State Street Target Retirement 2060 Fund "	—	—	—	$12.0M	2.3%
SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029	Common Collective Trust	—	—	$12.0M	2.3%
Baird Core Plus Bond Fund Institutional Mutual fund	—	—	—	$10.2M	1.9%
State Street Global All Cap Equity ex-U.S. Index "	—	—	—	$8.2M	1.6%
SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444	Common Collective Trust	—	—	$8.2M	1.6%
State Street Small/Mid Cap Equity Index Fund "	—	—	—	$7.6M	1.4%
SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019	Common Collective Trust	—	—	$7.6M	1.4%
State Street Target Retirement 2020 Fund "	—	—	—	$6.6M	1.2%
SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021	Common Collective Trust	—	—	$6.6M	1.2%
State Street U.S. Bond Index Fund "	—	—	—	$5.8M	1.1%
SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477	Common Collective Trust	—	—	$5.8M	1.1%
State Street Target Retirement Fund "	—	—	—	$3.1M	0.6%
SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030	Common Collective Trust	—	—	$3.1M	0.6%
State Street Target Retirement 2065 Fund "	—	—	—	$2.7M	0.5%
SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045	Common Collective Trust	—	—	$2.7M	0.5%
PIMCO Inflation Response Multi-Asset Institutional "	—	—	—	$375K	<0.1%