# Schaeffler Group Usa INC. DB Plan
Source: https://planprovider.pro/companies/schaeffler-group-usa-inc-plan-001

> Schaeffler Group Usa INC.'s DB plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schaeffler Group Usa INC.

- **Sponsor EIN:** 570517596

- **Sponsor Address:** 308 SPRINGHILL FARM ROAD, FORT MILL, SC, 297159784

- **Plan Type:** DB

- **Total Participants:** 568

- **Total Assets:** $181.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|568|$181.1M|$0|$0|

| 2023|629|$171.3M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLACKA JESSUP & HENDERSON LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,451,351|$354,983|—|—|—|

| 2023|$1,360,494|$481,611|—|—|$615,727|

## Similar Plans

- [J W Aluminum Company](https://planprovider.pro/companies/j-w-aluminum-company-401k-plan) — 465 participants

- [W International Sc, LLC](https://planprovider.pro/companies/w-international-sc-llc-401k-plan) — 455 participants

- [Sixaxis, LLC](https://planprovider.pro/companies/sixaxis-llc-401k-plan) — 426 participants

- [Jagenberg Us Holding, INC.](https://planprovider.pro/companies/jagenberg-us-holding-inc-401k-plan) — 163 participants

- [Spirax Sarco, INC.](https://planprovider.pro/companies/spirax-sarco-inc-plan-028) — 147 participants

- [Sorinex Exercise Equipment, INC.](https://planprovider.pro/companies/sorinex-exercise-equipment-inc-plan-334) — 142 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/schaeffler-group-usa-inc-plan-001)

© 2026 PlanProvider.Pro