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Original filing (PDF)20251012153944NAL0000541329001
SCHURZ COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
SCHURZ COMMUNICATIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
504
Accounts w/ balance
1,031
Plan assets (EOY)
$94.7M
Net assets (EOY)
$94.7M
How this plan invests
This plan
15 pooled trusts
Schedule D
33 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 SCHURZ COMMUNICATIONS, INC..
Plan sponsor
Name
SCHURZ COMMUNICATIONS, INC.
EIN
35-0670960
Address
1301 E. DOUGLAS ROAD, SUITE 200 · MISHAWAKA, IN · 46545
Phone
(574) 247-7237
Industry
Information / Tech / Mediasee 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
2025-10-12
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
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROUP | 26-4789150 | — | INVESTMENT ADVISOR | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
18 direct securities · 15 pooled funds· $94.7M(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
$66.1M
15 holdings
Uncategorized
$28.5M
17 holdings
Mutual Funds
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I | — | — | — | $11.5M | 12.1% | |
| T ROWE PRICE RETIREMENT 2035 A T ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $10.7M | 11.3% | |
| T ROWE PRICE RETIREMENT 2030 A T ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.7M | 10.3% | |
| T ROWE PRICE RETIREMENT 2040 A T ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.5M | 8.9% | |
| T ROWE PRICE RETIREMENT 2025 A T ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.7M | 8.1% | |
| T ROWE PRICE RETIREMENT 2045 A T ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.6M | 7.0% | |
| Vanguard Equity Income Fund Admiral | — | — | — | $5.9M | 6.2% | |
| T ROWE PRICE RETIREMENT 2050 A T ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.9% | |
| T ROWE PRICE RETIREMENT 2020 A T ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.4M | 5.7% | |
| T ROWE PRICE RETIREMENT 2055 A T ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.9M | 4.1% | |
| METLIFE STABLE VALUE SOLUTIONS FUND WILMINGTON TRUST, N.A. · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $3.8M | 4.1% | |
| Fidelity 500 Index Fund | — | — | — | $3.8M | 4.0% | |
| Dodge & Cox Income Fund X | — | — | — | $1.8M | 1.9% | |
| T ROWE PRICE RETIREMENT 2060 A T ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| T ROWE PRICE RETIREMENT 2015 A T ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| MFS International Growth Fund Class R6 | — | — | — | $1.3M | 1.3% | |
| Participant Loans * Loans to participants Interest rates ranging from 4.25% to 9.5% | — | — | — | $1.1M | 1.2% | |
| T. Rowe Price International Fund Discovery I | — | — | — | $838K | 0.9% | |
| Fidelity Emerging Markets K Fund | — | — | — | $505K | 0.5% | |
| Hartford Strategic Income Fund Class R6 | — | — | — | $487K | 0.5% | |
| Fidelity Extended Market Index Fund | — | — | — | $462K | 0.5% | |
| T ROWE PRICE RETIREMENT 2065 A T ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $382K | 0.4% | |
| T ROWE PRICE RETIREMENT INCOME A T ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $359K | 0.4% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $341K | 0.4% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $299K | 0.3% | |
| T ROWE PRICE RETIREMENT 2010 A T ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $173K | 0.2% | |
| Vanguard Total International Stock Admiral | — | — | — | $170K | 0.2% | |
| Dodge & Cox International Stock X | — | — | — | $58K | <0.1% | |
| PIMCO Real Return Fund | — | — | — | $34K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $29K | <0.1% | |
| Columbia Small Cap Value Fund II I3 | Mutual Funds | — | — | $25K | <0.1% | |
| DFA Global Real Estate | — | — | — | $18K | <0.1% | |
| T ROWE PRICE RETIREMENT 2005 A T ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
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