Original filing (PDF)20250925094101NAL0009594464001

SCHUMACHER ELECTRIC CORPORATION

Name: SCHUMACHER ELECTRIC CORPORATION — SCHUMACHER ELECTRIC CORPORATION EMPLOYEES RETIREMENT PLAN, Form 5500 (2024)
Creator: SCHUMACHER ELECTRIC CORPORATION

Form 5500

FILING_RECEIVED

SCHUMACHER ELECTRIC CORPORATION EMPLOYEES RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

170

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

How this plan invests

This plan

18 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SCHUMACHER ELECTRIC CORPORATION

EIN

36-2093003

Address

14200 FAA BLVD · FORT WORTH, TX · 76155

Phone

(682) 207-5010

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

2024-12-31

Filed

2025-09-25

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$26K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CERITY PARTNERS	—	NEW YORK, NY	NONE	$30K	—

Investments

18 direct securities· $11.3M(100% of reported assets)

Other securities

$10.2M

16 holdings

Cash / Money Market

$935K

1 holding

Participant loans

$123K

1 holding

					% of plan
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$2.5M	22.0%
Vanguard Target Retirement 2025 Fund Vanguard 0 12 Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$2.0M	17.5%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$1.8M	16.2%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$1.2M	10.6%
Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$935K	8.3%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$540K	4.8%
Vanguard Growth Index Adm Vanguard 0	Other securities	—	—	$452K	4.0%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$429K	3.8%
Vanguard Value Index Adm Vanguard 0	Other securities	—	—	$238K	2.1%
Vanguard Total Intl Stock Index Adm Vanguard 0	Other securities	—	—	$220K	2.0%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$211K	1.9%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$202K	1.8%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$188K	1.7%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$133K	1.2%
Ascensus Trust Company Ascensus 0 335 Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$123K	1.1%
Vanguard Health Care Index Adm Vanguard 0	Other securities	—	—	$59K	0.5%
Vanguard Real Estate Index Adm Vanguard 0	Other securities	—	—	$50K	0.4%
Vanguard Total Intl Bond Index Adm Vanguard 0	Other securities	—	—	$33K	0.3%