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Original filing (PDF)20251014145010NAL0006421986001
SCHAFER CONDON CARTER, INC.
Form 5500
FILING_RECEIVED
SCC 401(K) PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
115
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
28 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 SCHAFER CONDON CARTER, INC..
Plan sponsor
Name
SCHAFER CONDON CARTER, INC.
EIN
36-3670827
Address
176 N RACINE AVE · SUITE 300 · CHICAGO, IL · 60607
Phone
(312) 464-1666
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CJBS, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $20K | — |
Investments
28 direct securities· $12.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 Mutual Fund ^ | — | — | — | $2.2M | 16.9% | |
| FID FDM IDX 2030 Mutual Fund ^ | — | — | — | $2.0M | 15.6% | |
| FID FDM IDX 2025 Mutual Fund ^ | — | — | — | $1.8M | 14.2% | |
| FID FDM IDX 2050 Mutual Fund ^ | — | — | — | $1.3M | 10.1% | |
| FID 500 Index Mutual Fund ^ | — | — | — | $1.0M | 8.0% | |
| FID FDM IDX 2055 Mutual Fund ^ | — | — | — | $963K | 7.5% | |
| FID FDM IDX 2035 Mutual Fund ^ | — | — | — | $895K | 7.0% | |
| FID FDM IDX 2040 Mutual Fund ^ | — | — | — | $711K | 5.6% | |
| FID FDM IDX 2060 Mutual Fund ^ | — | — | — | $661K | 5.2% | |
| AB Large Cap Growth Z Mutual Fund ^ | — | — | — | $197K | 1.5% | |
| PIM Global BD OP US$H Mutual Fund ^ | — | — | — | $172K | 1.3% | |
| Invesco Cash Reserve Shares Mutual Fund ^ 10 Baird Core Plus Inst Mutual Fund ^ | — | — | — | $170K | 1.3% | |
| AF Balanced R6 Mutual Fund ^ | — | — | — | $166K | 1.3% | |
| Col Dividend Inc I3 Mutual Fund ^ | — | — | — | $114K | 0.9% | |
| FID FDM IDX 2065 Mutual Fund ^ | — | — | — | $98K | 0.8% | |
| FID Total Intl Index Mutual Fund ^ | — | — | — | $67K | 0.5% | |
| AS SPL Mid Cap Value R6 Mutual Fund ^ 720 * FID FDM IDX 2020 Mutual Fund ^ | — | — | — | $61K | 0.5% | |
| FID Small Cap Growth Z Mutual Fund ^ | — | — | — | $48K | 0.4% | |
| FID Small Cap Index Mutual Fund ^ | — | — | — | $44K | 0.3% | |
| MFS Intl Growth R6 Mutual Fund ^ | — | — | — | $35K | 0.3% | |
| FID Mid Cap Index Mutual Fund ^ | — | — | — | $19K | 0.2% | |
| JPM Mid Cap Frowth R6 Mutual Fund ^ | — | — | — | $19K | 0.1% | |
| FID Govt Mmkt Money Market ^ | — | — | — | $18K | 0.1% | |
| FID US Bond Index Mutual Fund ^ | — | — | — | $15K | 0.1% | |
| Invesco American Franchise Fund- Class A Mutual Fund ^ | — | — | — | $4K | <0.1% | |
| dates through November * Participant loans 2026 -0- | — | — | — | $3K | <0.1% | |
| Invesco Charter Fund - Class A Mutual Fund ^ | — | — | — | $1K | <0.1% | |
| Invesco International Growth Fund - Cl A Mutual Fund ^ | — | — | — | $1K | <0.1% |
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