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Original filing (PDF)20251015125226NAL0006310256001
SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC.
Form 5500
FILING_RECEIVED
SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
611
Accounts w/ balance
735
Plan assets (EOY)
$90.2M
Net assets (EOY)
$90.2M
How this plan invests
This plan
32 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 SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC..
Plan sponsor
Name
SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC.
EIN
83-0342835
Address
10900 NUCKOLS ROAD STE 210 · GLEN ALLEN, VA · 23060
Phone
(804) 264-3222
Industry
Engineering 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
2025-10-15
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $33K | — |
| CETERA ADVISORS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $31K | — |
Investments
32 direct securities· $90.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AMERICAN FUNDS GROWTH FUND OF AMER R6 | — | — | — | $13.9M | 15.4% | |
| Vanguard 500 INDEX FUND - ADMIRAL | — | — | — | $10.3M | 11.4% | |
| American Funds AMERICAN FUNDS 2025 TARGET DATE FUND R6 | — | — | — | $6.0M | 6.7% | |
| American Funds AMERICAN FUNDS 2030 TARGET DATE FUND R6 | — | — | — | $5.8M | 6.5% | |
| American Funds AMERICAN FUNDS 2050 TARGET DATE FUND R6 | — | — | — | $3.9M | 4.3% | |
| American Funds AMERICAN FUNDS 2045 TARGET DATE FUND R6 | — | — | — | $3.8M | 4.2% | |
| American Funds AMERICAN FUNDS 2035 TARGET DATE FUND R6 | — | — | — | $3.8M | 4.2% | |
| Vanguard SMALL CAP INDEX FUND - ADMIRAL | — | — | — | $3.5M | 3.9% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | — | $3.4M | 3.8% | |
| Vanguard MID CAP INDEX ADM | — | — | — | $3.3M | 3.7% | |
| American Funds AMERICAN FUNDS US GOVT MONEY MARKET R6 | — | — | — | $3.0M | 3.3% | |
| American Funds AMERICAN FUNDS 2055 TARGET DATE FUND R6 | — | — | — | $2.9M | 3.2% | |
| American Funds AMERICAN FUNDS 2020 TARGET DATE FUND R6 | — | — | — | $2.9M | 3.2% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $2.7M | 3.0% | |
| American Funds AMERICAN FUNDS CAPITAL WORLD GIR6 | — | — | — | $2.6M | 2.9% | |
| American Funds DODGE & COX STOCK FUND - I | — | — | — | $2.5M | 2.7% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $2.4M | 2.7% | |
| American Funds AMERICAN FUNDS 2040 TARGET DATE FUND R6 | — | — | — | $2.1M | 2.3% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | — | — | — | $1.7M | 1.9% | |
| Lord Abbett LORD ABBETT TOTAL RETURN R6 | — | — | — | $1.6M | 1.8% | |
| American Funds AMERICAN FUNDS 2060 TARGET DATE FUND R6 | — | — | — | $1.5M | 1.6% | |
| American Funds AMERICAN FUNDS NEW ECONOMY R6 | — | — | — | $1.3M | 1.4% | |
| American Funds AMERICAN FUNDS CAPITAL INC BLDR R6 | — | — | — | $1.2M | 1.4% | |
| Calvert SMALL CAP VALUE - I | — | — | — | $999K | 1.1% | |
| Lord Abbett LORD ABBETT SHORT DURATION INCOME R6 | — | — | — | $899K | 1.0% | |
| Columbia Strategic COLUMBIA STRATEGIC INCOME INST 3 | — | — | — | $766K | 0.8% | |
| PIMCO INT BOND (USD-HEDGED) INST | — | — | — | $570K | 0.6% | |
| American Funds AMERICAN FUNDS 2065 TARGET DATE FUND R6 | — | — | — | $529K | 0.6% | |
| American Funds AMERICAN FUNDS 2015 TARGET DATE FUND R6 | — | — | — | $338K | 0.4% | |
| Notes receivable from participants, due through February Participant Loans * 2028, with interest rates from 8.75% to 9.25%. | — | — | — | $64K | <0.1% | |
| American Funds AMERICAN FUNDS 2010 TARGET DATE FUND R6 | — | — | — | $18K | <0.1% | |
| American Funds AMERICAN FUNDS 2070 TARGET DATE FUND R6 | — | — | — | $4K | <0.1% |