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Original filing (PDF)20251014095920NAL0005379650001
SCHUCHART CORPORATION
Form 5500
FILING_RECEIVED
SCHUCHART CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
130
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
1 pooled trust
Schedule D
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHUCHART CORPORATION.
Plan sponsor
Name
SCHUCHART CORPORATION
EIN
91-1417296
Address
919 FIFTH AVENUE · SEATTLE, WA · 98164
Phone
(206) 682-3030
Industry
Constructionsee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | SEATTLE, WA | NONE | $35K | — |
| NWPS, INC. | 91-2090931 | SEATTLE, WA | NONE | $18K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | WESTLAKE, TX | NONE | $6K | — |
Investments
24 direct securities · 1 pooled fund· $17.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.1M
24 holdings
Common Collective Trust
$98K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH FUND CL R6 Registered Investment Company | — | — | — | $4.0M | 23.2% | |
| VANGUARD 500 INDEX FD ADMIRAL SHRS Registered Investment Company | — | — | — | $2.8M | 15.9% | |
| AMERICAN FDS TRGT DATE RET 2035 R6 Registered Investment Company | — | — | — | $1.5M | 8.7% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 Registered Investment Company | — | — | — | $1.5M | 8.7% | |
| AMERICAN FDS TRGT DATE RET 2045 R6 Registered Investment Company | — | — | — | $1.1M | 6.2% | |
| AMERICAN FDS TRGT DATE RET 2025 R6 Registered Investment Company | — | — | — | $1.1M | 6.2% | |
| AMERICAN FDS TRGT DATE RET 2050 R6 Registered Investment Company | — | — | — | $771K | 4.5% | |
| AMERICAN FUNDS TRGT DATE RET 2040 R6 Registered Investment Company | — | — | — | $769K | 4.5% | |
| AMERICAN FUNDS CAP WORLD G & I R6 Registered Investment Company | — | — | — | $661K | 3.8% | |
| AMERICAN FDS TRGT DATE RET 2030 R6 Registered Investment Company | — | — | — | $533K | 3.1% | |
| AMERICAN FD 2060 TARGTDATE RTRMT R6 Registered Investment Company | — | — | — | $531K | 3.1% | |
| FIDELITY SMALL CAP GROWTH FD Registered Investment Company | — | — | — | $510K | 3.0% | |
| AMERICAN FD 2055 TARGTDATE RTRMT R6 Registered Investment Company | — | — | — | $296K | 1.7% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $273K | 1.6% | |
| DFA US TARGETED VALUE PORT INSTL Registered Investment Company | — | — | — | $203K | 1.2% | |
| VANGUARD EXTENDED MKT INDEX FD ADM Registered Investment Company | — | — | — | $150K | 0.9% | |
| PGIM TOTAL RETURN BD Z Registered Investment Company | — | — | — | $124K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $103K | 0.6% | |
| METLIFE STABLE VALUE FUND 25554 GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $98K | 0.6% | |
| VANGUARD TOTAL BOND MKT INDEX ADM Registered Investment Company | — | — | — | $85K | 0.5% | |
| with maturities through May 2029 - | — | — | — | $79K | 0.5% | |
| VANGUARD REAL ESTATE IN FD ADM SHRS Registered Investment Company | — | — | — | $46K | 0.3% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM Registered Investment Company | — | — | — | $36K | 0.2% | |
| AMERICAN FDS TRGT DATE RET 2020 R6 Registered Investment Company | — | — | — | $33K | 0.2% | |
| AMERICAN FDS TRGT DATE RET 2015 R6 Registered Investment Company | — | — | — | $13K | <0.1% |