Original filing (PDF)20250908125218NAL0012294179001

THE SCHNEIDER CORPORATION

Name: THE SCHNEIDER CORPORATION — THE SCHNEIDER CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE SCHNEIDER CORPORATION

Form 5500

FILING_RECEIVED

THE SCHNEIDER CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

150

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SCHNEIDER CORPORATION.

Plan sponsor

Name

THE SCHNEIDER CORPORATION

EIN

35-1071991

Address

8901 OTIS AVENUE · INDIANAPOLIS, IN · 46216

Phone

(317) 826-7215

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-09-08

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$27K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

35 direct securities · 1 pooled fund· $13.8M(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.

Other securities

$13.8M

35 holdings

Common Collective Trust

1 holding

					% of plan
American Funds American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$2.9M	20.7%
American Funds American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$1.6M	11.3%
MFS Growth Fund	Other securities	—	—	$1.4M	10.0%
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$807K	5.8%
American Funds American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$661K	4.8%
American Funds American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$594K	4.3%
Janus Henderson Janus Henderson Enterprise Fund	Other securities	—	—	$559K	4.0%
Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund	Other securities	—	—	$528K	3.8%
Fidelity Investments Fidelity Total International Index Fund	Other securities	—	—	$523K	3.8%
JPMorgan U.S. Value Fund	Other securities	—	—	$477K	3.4%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$461K	3.3%
American Funds American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$441K	3.2%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$376K	2.7%
Fidelity Investments Fidelity U.S. Bond Index Fund	Other securities	—	—	$370K	2.7%
American Funds American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$359K	2.6%
American Funds American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$338K	2.4%
Columbia Threadneedle Columbia Overseas Value Fund	Other securities	—	—	$236K	1.7%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$197K	1.4%
Prudential PGIM High Yield Fund	Other securities	—	—	$190K	1.4%
American Funds American Funds 2015 Target Date Retirement Fund	Other securities	—	—	$172K	1.2%
Fidelity Investments Fidelity Total Bond Fund	Other securities	—	—	$130K	0.9%
American Funds American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$114K	0.8%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$94K	0.7%
American Funds American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$79K	0.6%
March 2031	Other securities	—	—	$76K	0.6%
American Funds American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$69K	0.5%
Pioneer Investments Pioneer Strategic Income Fund	Other securities	—	—	$35K	0.3%
American Century American Century Small Cap Value Fund	Other securities	—	—	$33K	0.2%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$22K	0.2%
American Century American Century Mid Cap Value Fund	Other securities	—	—	$19K	0.1%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$19K	0.1%
Fidelity Investments Fidelity Advisor International Cap Appreciation Fund	Other securities	—	—	$18K	0.1%
MFS Total Return Fund	Other securities	—	—	$13K	<0.1%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$11K	<0.1%
American Funds American Funds 2010 Target Date Retirement Fund	Other securities	—	—	$2K	<0.1%
PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677	Common Collective Trust	—	—	$0	<0.1%