How big is Schunk Intec Inc.'s plan?

Schunk Intec Inc.'s plan reported $14.7M in assets and 197 participants for 2024.

Original filing (PDF)20251009115734NAL0006939969001

Schunk Intec Inc.

Name: Schunk Intec Inc. — Schunk 401(k) Plan, Form 5500 (2024)
Creator: Schunk Intec Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Schunk 401(k) Plan

401(k) retirement plan · Schunk Intec Inc.'s Schunk 401(k) Plan held $14.7M in plan assets for 197 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate participant contributions

Active participants

197

Accounts w/ balance

195

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

People on this filing

Milton Guerry signed Schunk Intec Inc.'s 2024 Form 5500 as plan administrator.

Milton Guerry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schunk Intec Inc.'s EIN is 56-1787512.

EIN 56-1787512

Plan number 001

Plan year 2024

ACK ID 20251009115734NAL0006939969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schunk Intec Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schunk Intec Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 196K (8% of contributions).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

SCHUNK INTEC INC.

EIN

all filings

Address

211 KITTY HAWK DR · MORRISVILLE, NC · 27560

Phone

(919) 572-2705

Industry

Manufacturing

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

2025-10-09

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

35 direct securities· $14.6M(99% of reported assets)

Mutual Funds

$10.9M

19 holdings

Common Collective Trusts

$3.1M

7 holdings

Other securities

$450K

8 holdings

U.S. Treasuries

$65K

1 holding

					% of plan
Fidelity Freedom 2035 Fund K	Mutual Funds	—	—	$3.2M	21.5%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.5M	10.1%
Fidelity Freedom 2040 Fund K	Mutual Funds	—	—	$1.3M	9.1%
Fidelity Contrafund	Mutual Funds	—	—	$1.3M	8.7%
Fidelity Freedom 2030 Fund K	Mutual Funds	—	—	$1.0M	7.0%
Fidelity Freedom 2025 Fund K	Mutual Funds	—	—	$779K	5.3%
Fidelity Freedom 2050 Fund K	Mutual Funds	—	—	$735K	5.0%
Fidelity Freedom 2055 Fund K	Mutual Funds	—	—	$570K	3.9%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$509K	3.5%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$466K	3.2%
Fidelity Freedom 2045 Fund K	Mutual Funds	—	—	$385K	2.6%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$365K	2.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$306K	2.1%
Fidelity Freedom 2060 Fund K	Mutual Funds	—	—	$295K	2.0%
Fidelity Freedom 2065 Fund K	Mutual Funds	—	—	$291K	2.0%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$283K	1.9%
from July 2025 to December 2029	Other securities	—	—	$207K	1.4%
Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$193K	1.3%
Fidelity Freedom Income Fund K ** 138 * Fidelity Freedom 2010 Fund K ** 19 * Fidelity Freedom 2020 Fund K	Mutual Funds	—	—	$163K	1.1%
Fidelity International Index Fund	Common Collective Trusts	—	—	$133K	0.9%
Janus Henderson Triton Fund Class T	Mutual Funds	—	—	$119K	0.8%
T. Rowe Price Dividend Growth Fund Advisor Class	Other securities	—	—	$86K	0.6%
Virtus Ceredex Mid-Cap Value Equity Fund Class I	Other securities	—	—	$73K	0.5%
American Century Government Bond Fund	U.S. Treasuries	—	—	$65K	0.4%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$51K	0.3%
PIMCO Total Return Administrative Class	Mutual Funds	—	—	$40K	0.3%
Invesco International Growth Fund R5 Class	Mutual Funds	—	—	$32K	0.2%
Neuberger Berman Mid Cap Growth Fund Trust Class	Other securities	—	—	$29K	0.2%
PIMCO Real Return Fund Administrative Class	Mutual Funds	—	—	$25K	0.2%
Invesco Diversified Dividend Fund R5	Mutual Funds	—	—	$24K	0.2%
Oakmark International Fund Investor Class	Other securities	—	—	$22K	0.2%
Parametric Emerging Markets Investor	Other securities	—	—	$17K	0.1%
T. Rowe Price Capital Appreciation Fund	Other securities	—	—	$13K	<0.1%
American Beacon Small Cap Value Fund Investor Class	Other securities	—	—	$2K	<0.1%
Fidelity Freedom 2070 Fund K	Mutual Funds	—	—	$1K	<0.1%