Back to filter
Original filing (PDF)20251015120001NAL0009100370001
SCHNITZER INVESTMENT CORP.
Form 5500
FILING_RECEIVED
SCHNITZER PROPERTIES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
245
Accounts w/ balance
360
Plan assets (EOY)
$45.1M
Net assets (EOY)
$45.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHNITZER INVESTMENT CORP..
Plan sponsor
Name
SCHNITZER INVESTMENT CORP.
EIN
93-0402005
Address
1121 SW SALMON STREET · PORTLAND, OR · 97205
Phone
(503) 242-2900
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLATFORM CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $71K | — |
Investments
26 direct securities· $45.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index | — | — | — | $8.2M | 18.3% | |
| Vanguard Wellington Fund Admiral | — | — | — | $8.1M | 17.9% | |
| Stable Value Fund * Standard Stable Asset A Fund | — | — | — | $4.5M | 10.0% | |
| Dodge & Cox Income | — | — | — | $4.4M | 9.8% | |
| American Funds EuroPacific Gr R6 | — | — | — | $3.6M | 7.9% | |
| Mainstay Winslow Large Cap Growth I | — | — | — | $3.5M | 7.8% | |
| Putnam Large Cap Value | — | — | — | $2.6M | 5.9% | |
| Vanguard Small-Cap Index | — | — | — | $2.0M | 4.4% | |
| T. Rowe Price Mid-Cap Growth | — | — | — | $1.4M | 3.1% | |
| MFS Mid Cap Value R6 | — | — | — | $1.0M | 2.3% | |
| Vanguard Mid-Cap Index | — | — | — | $931K | 2.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $798K | 1.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $658K | 1.5% | |
| Vanguard Target Retirement 2050 | — | — | — | $613K | 1.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $478K | 1.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $367K | 0.8% | |
| DFA U.S. Targeted Value I | — | — | — | $359K | 0.8% | |
| Vanguard Total Bond Market Index | — | — | — | $330K | 0.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $299K | 0.7% | |
| Vanguard Developed Markets IDX Admiral | — | — | — | $224K | 0.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $199K | 0.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $131K | 0.3% | |
| Rate Maturity Par Value Mutual Funds American Century Inflation-Adj Bond R6 | — | — | — | $118K | 0.3% | |
| Voya Small Cap Growth R6 | — | — | — | $105K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $20K | <0.1% | |
| Vanguard Target Retirement 2045 | — | — | — | $5K | <0.1% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Real Estate plans
KRG MANAGEMENT, LLC
KITE REALTY GROUP 401(K) PROFIT SHARING PLAN
$45.7M · 225 participants
TOWNE PROPERTIES ASSET MANAGEMENT COMPANY, INC.
TOWNE RETIREMENT 401(K) PLAN
$46.0M · 690 participants
THE MANAGEMENT ASSOCIATION, INC.
THE MANAGEMENT ASSOCIATION, INC. ESOP
$46.1M · 417 participants
EAST WEST RESORTS EMPLOYEE COMPANY, LLC
EAST WEST RESORTS, LLC SAVINGS AND RETIREMENT PLAN
$43.7M · 1,439 participants
REMA HOLDINGS LLC
CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN
$46.8M · 814 participants
BARKAN MANAGEMENT COMPANY, INC.
THE BARKAN COMPANIES 401(K) PLAN
$43.3M · 671 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B