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Original filing (PDF)20251006161729NAL0003999201001
SCHWEITZER ENGINEERING LABORATORIES, INC.
Form 5500
FILING_RECEIVED
SCHWEITZER ENGINEERING LABORATORIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
4,345
Accounts w/ balance
4,659
Plan assets (EOY)
$3.2B
Net assets (EOY)
$2.6B
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schweitzer Engineering Laboratories, Inc." is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHWEITZER ENGINEERING LABORATORIES, INC..
Plan sponsor
Name
SCHWEITZER ENGINEERING LABORATORIES, INC.
EIN
91-1196408
Address
2350 NE HOPKINS COURT · PULLMAN, WA · 991635603
Phone
(509) 332-1890
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
2025-10-06
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $3.2B(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schweitzer Engineering Laboratories, Inc. | — | — | $763.5M | $3.2B | 99.8% |