Back to filter
Original filing (PDF)20250718103923NAL0001598369001
SCH SERVICES, INC.
Form 5500
FILING_RECEIVED
SCH SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
411
Accounts w/ balance
494
Plan assets (EOY)
$119.4M
Net assets (EOY)
$119.4M
How this plan invests
This plan
25 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
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCH SERVICES, INC..
Plan sponsor
Name
SCH SERVICES, INC.
EIN
38-2363607
Address
100 WASHINGTON AVE S · SUITE 510 · MINNEAPOLIS, MN · 55401
Phone
(612) 294-3626
Industry
All Other Professional Services· 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
2025-07-18
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MRPR GROUP PC
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 | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
Investments
25 direct securities· $118.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Spartan 500 Index Advtg | — | — | — | $21.5M | 18.0% | |
| Fidelity Investments Fidelity Contrafund K6 | — | — | — | $11.5M | 9.7% | |
| The Vanguard Group Vanguard Target Retirement 2045 | — | — | — | $9.8M | 8.2% | |
| The Vanguard Group Vanguard Target Retirement 2040 | — | — | — | $7.8M | 6.6% | |
| The Vanguard Group Vanguard Target Retirement 2030 | — | — | — | $7.8M | 6.5% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $7.5M | 6.3% | |
| The Vanguard Group Vanguard Target Retirement 2035 | — | — | — | $6.4M | 5.4% | |
| The Vanguard Group Vanguard Target Retirement 2050 | — | — | — | $5.8M | 4.8% | |
| The Vanguard Group Vanguard Target Retirement 2055 | — | — | — | $4.8M | 4.0% | |
| Fidelity Investments Fidelity International Index | — | — | — | $4.8M | 4.0% | |
| The Vanguard Group Vanguard Target Retirement 2025 | — | — | — | $3.7M | 3.1% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $3.7M | 3.1% | |
| Dodge & Cox Dodge & Cox Stock X | — | — | — | $3.6M | 3.1% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $2.8M | 2.4% | |
| The Vanguard Group Vanguard Target Retirement 2060 | — | — | — | $2.4M | 2.0% | |
| The Vanguard Group Vanguard Target Retirement 2020 | — | — | — | $2.3M | 1.9% | |
| Fidelity Investments Self-Directed Brokerage Account | — | — | — | $2.3M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Discovery | — | — | — | $2.1M | 1.8% | |
| Fidelity Investments Fidelity Government Money Market | — | — | — | $1.9M | 1.6% | |
| Fidelity Investments Fidelity Emerging Markets Index | — | — | — | $1.9M | 1.6% | |
| Cohen & Steers Cohen & Steers Realty | — | — | — | $1.3M | 1.1% | |
| Fidelity Investments Fidelity Government Income | — | — | — | $1.1M | 1.0% | |
| Fidelity Investments Fidelity Inflation Premium Bond Index | — | — | — | $875K | 0.7% | |
| The Vanguard Group Vanguard Target Retirement Income | — | — | — | $521K | 0.4% | |
| The Vanguard Group Vanguard Target Retirement 2065 | — | — | — | $382K | 0.3% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size All Other Professional Services plans
KLAVIYO, INC.
KLAVIYO, INC. 401(K) PLAN
$119.5M · 1,723 participants
AMERICAN BUREAU OF SHIPPING
AMERICAN BUREAU OF SHIPPING RETIREE HEALTH & WELFARE PLAN
$119.1M · 350 participants
BHI ENERGY POWER SERVICES LLC
BHI ENERGY 401(K) AND PROFIT SHARING PLAN
$120.4M · 5,430 participants
AVIDXCHANGE, INC.
AVIDXCHANGE, INC. 401(K) PLAN
$120.5M · 1,771 participants
NORTH AMERICAN SCIENCE ASSOCIATES, LLC
NORTH AMERICAN SCIENCE ASSOCIATES, LLC PROFIT SHARING & 401(K) PLAN
$120.6M · 888 participants
UNIFI AVIATION, LLC
UNIFI AVIATION 401(K) RETIREMENT PLAN
$121.0M · 32,247 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B